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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 | $37,517 | $91,179-58.9% | $178,499-79.0% | $79,852-53.0% |
| Participation rate | 43.8% | 69.2%-25.5pp | 81.9%-38.2pp | 69.6%-25.9pp |
| Annual return | 15.27% | 24.19%-8.9pp | 151.10%-135.8pp | 31.72%-16.4pp |
| Employer contribution / active EE | $994 | $3,256-69.5% | $5,011-80.2% | $2,471-59.8% |
| Participant deferral / active EE | $2,450 | $3,236-24.3% | $5,202-52.9% | $3,740-34.5% |
| Admin fee / account holder | $1,017 | $6,749-84.9% | $13,986-92.7% | $5,306-80.8% |