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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 | $37,681 | $115,225-67.3% | $100,712-62.6% | $138,895-72.9% |
| Participation rate | 36.8% | 74.3%-37.5pp | 69.3%-32.4pp | 79.9%-43.1pp |
| Annual return | 19.37% | 40.35%-21.0pp | 33.27%-13.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $798 | $2,771-71.2% | $2,313-65.5% | $4,194-81.0% |
| Participant deferral / active EE | $1,871 | $4,699-60.2% | $4,085-54.2% | $6,396-70.7% |
| Admin fee / account holder | $6,834 | $10,844-37.0% | $9,256-26.2% | $12,562-45.6% |