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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 | $106,749-54.0% | $145,433-66.2% | $82,448-40.4% |
| Participation rate | 38.0% | 75.6%-37.6pp | 82.1%-44.1pp | 68.1%-30.1pp |
| Annual return | 17.28% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $753 | $3,444-78.1% | $4,554-83.5% | $2,551-70.5% |
| Participant deferral / active EE | $2,565 | $6,519-60.7% | $7,897-67.5% | $4,139-38.0% |
| Admin fee / account holder | $839 | $8,390-90.0% | $13,129-93.6% | $7,234-88.4% |