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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,758 | $45,343-18.9% | $150,298-75.5% | $67,986-45.9% |
| Participation rate | 35.6% | 51.9%-16.3pp | 77.8%-42.2pp | 57.2%-21.6pp |
| Annual return | 16.34% | 33.28%-16.9pp | 62.79%-46.4pp | 31.67%-15.3pp |
| Employer contribution / active EE | $444 | $1,462-69.6% | $4,154-89.3% | $2,019-78.0% |
| Participant deferral / active EE | $1,859 | $2,055-9.5% | $5,453-65.9% | $3,358-44.6% |
| Admin fee / account holder | $991 | $2,250-56.0% | $14,116-93.0% | $3,203-69.1% |