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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 | $49,131 | $106,864-54.0% | $147,318-66.6% | $82,637-40.5% |
| Participation rate | 38.0% | 75.5%-37.5pp | 82.1%-44.1pp | 68.1%-30.1pp |
| Annual return | 17.28% | 27.49%-10.2pp | 70.43%-53.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $753 | $3,417-78.0% | $4,593-83.6% | $2,552-70.5% |
| Participant deferral / active EE | $2,565 | $6,496-60.5% | $7,906-67.6% | $4,126-37.8% |
| Admin fee / account holder | $839 | $8,415-90.0% | $13,708-93.9% | $7,339-88.6% |