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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 | $38,779 | $61,338-36.8% | $149,717-74.1% | $71,495-45.8% |
| Participation rate | 37.2% | 62.5%-25.3pp | 78.8%-41.6pp | 67.9%-30.7pp |
| Annual return | 26.53% | 35.86%-9.3pp | 134.41%-107.9pp | 28.85%-2.3pp |
| Employer contribution / active EE | $919 | $2,381-61.4% | $4,820-80.9% | $2,589-64.5% |
| Participant deferral / active EE | $2,353 | $2,919-19.4% | $5,682-58.6% | $4,291-45.2% |
| Admin fee / account holder | $4,209 | $1,263+233.3% | $13,213-68.1% | $1,588+165.1% |