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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 | $38,748 | $54,763-29.2% | $90,324-57.1% | $72,976-46.9% |
| Participation rate | 43.4% | 65.2%-21.8pp | 73.3%-29.9pp | 69.5%-26.1pp |
| Annual return | 25.02% | 30.63%-5.6pp | 78.15%-53.1pp | 81.02%-56.0pp |
| Employer contribution / active EE | $672 | $2,093-67.9% | $2,856-76.5% | $2,440-72.5% |
| Participant deferral / active EE | $3,312 | $2,887+14.7% | $3,885-14.7% | $3,608-8.2% |
| Admin fee / account holder | $1,561 | $3,973-60.7% | $5,356-70.8% | $5,124-69.5% |