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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 | $36,710 | $76,407-52.0% | $150,298-75.6% | $82,448-55.5% |
| Participation rate | 45.8% | 66.4%-20.6pp | 77.8%-31.9pp | 68.1%-22.2pp |
| Annual return | 17.32% | 39.99%-22.7pp | 62.79%-45.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $830 | $2,614-68.3% | $4,154-80.0% | $2,551-67.5% |
| Participant deferral / active EE | $2,607 | $3,214-18.9% | $5,453-52.2% | $4,139-37.0% |
| Admin fee / account holder | $2,003 | $6,352-68.5% | $14,116-85.8% | $7,234-72.3% |