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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 | $36,043 | $62,672-42.5% | $185,117-80.5% | $70,126-48.6% |
| Participation rate | 59.5% | 63.8%-4.3pp | 77.3%-17.8pp | 69.5%-10.1pp |
| Annual return | 15.88% | 40.79%-24.9pp | 40.50%-24.6pp | 73.15%-57.3pp |
| Employer contribution / active EE | $571 | $1,753-67.4% | $4,182-86.3% | $2,343-75.6% |
| Participant deferral / active EE | $2,533 | $3,272-22.6% | $5,045-49.8% | $3,332-24.0% |
| Admin fee / account holder | $3,157 | $3,932-19.7% | $8,159-61.3% | $4,645-32.0% |