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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 | $37,337 | $47,848-22.0% | $81,473-54.2% | $70,126-46.8% |
| Participation rate | 26.2% | 58.3%-32.1pp | 68.0%-41.8pp | 69.5%-43.4pp |
| Annual return | 17.28% | 27.25%-10.0pp | 38.78%-21.5pp | 73.15%-55.9pp |
| Employer contribution / active EE | $228 | $1,527-85.1% | $2,568-91.1% | $2,343-90.3% |
| Participant deferral / active EE | $1,134 | $2,453-53.8% | $3,537-67.9% | $3,332-66.0% |
| Admin fee / account holder | $2,835 | $3,145-9.8% | $4,561-37.8% | $4,645-39.0% |