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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 | $36,996 | $47,848-22.7% | $81,473-54.6% | $70,126-47.2% |
| Participation rate | 38.6% | 58.3%-19.7pp | 68.0%-29.4pp | 69.5%-31.0pp |
| Annual return | 16.28% | 27.25%-11.0pp | 38.78%-22.5pp | 73.15%-56.9pp |
| Employer contribution / active EE | $230 | $1,527-84.9% | $2,568-91.0% | $2,343-90.2% |
| Participant deferral / active EE | $2,755 | $2,453+12.3% | $3,537-22.1% | $3,332-17.3% |
| Admin fee / account holder | $2,353 | $3,145-25.2% | $4,561-48.4% | $4,645-49.4% |