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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 | $37,154 | $91,198-59.3% | $178,503-79.2% | $79,856-53.5% |
| Participation rate | 37.9% | 69.2%-31.3pp | 81.9%-44.1pp | 69.6%-31.8pp |
| Annual return | 19.14% | 24.20%-5.1pp | 151.12%-132.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $852 | $3,257-73.8% | $5,011-83.0% | $2,471-65.5% |
| Participant deferral / active EE | $1,803 | $3,237-44.3% | $5,202-65.3% | $3,741-51.8% |
| Admin fee / account holder | $1,623 | $6,748-76.0% | $13,987-88.4% | $5,306-69.4% |