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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 | $36,654 | $46,877-21.8% | $122,354-70.0% | $70,126-47.7% |
| Participation rate | 43.3% | 58.2%-14.9pp | 71.6%-28.4pp | 69.5%-26.3pp |
| Annual return | 20.80% | 24.22%-3.4pp | 30.28%-9.5pp | 73.15%-52.3pp |
| Employer contribution / active EE | $674 | $1,288-47.6% | $4,051-83.3% | $2,343-71.2% |
| Participant deferral / active EE | $1,492 | $2,167-31.2% | $3,287-54.6% | $3,332-55.2% |
| Admin fee / account holder | $2,248 | $3,324-32.4% | $5,479-59.0% | $4,645-51.6% |