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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 | $33,641 | $76,407-56.0% | $150,298-77.6% | $82,448-59.2% |
| Participation rate | 39.5% | 66.4%-26.9pp | 77.8%-38.3pp | 68.1%-28.6pp |
| Annual return | 16.33% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $719 | $2,614-72.5% | $4,154-82.7% | $2,551-71.8% |
| Participant deferral / active EE | $4,905 | $3,214+52.6% | $5,453-10.0% | $4,139+18.5% |
| Admin fee / account holder | $6,354 | $6,3520% | $14,116-55.0% | $7,234-12.2% |