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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 | $37,925 | $48,078-21.1% | $78,676-51.8% | $62,881-39.7% |
| Participation rate | 30.8% | 65.2%-34.4pp | 73.6%-42.8pp | 69.3%-38.5pp |
| Annual return | 8.57% | 31.36%-22.8pp | 62.19%-53.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $574 | $2,015-71.5% | $2,850-79.8% | $2,281-74.8% |
| Participant deferral / active EE | $1,566 | $2,587-39.5% | $3,517-55.5% | $3,203-51.1% |
| Admin fee / account holder | $1,518 | $3,206-52.6% | $4,510-66.3% | $4,296-64.7% |