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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 | $38,290 | $76,407-49.9% | $150,298-74.5% | $82,448-53.6% |
| Participation rate | 37.4% | 66.4%-29.0pp | 77.8%-40.4pp | 68.1%-30.7pp |
| Annual return | 17.65% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $745 | $2,614-71.5% | $4,154-82.1% | $2,551-70.8% |
| Participant deferral / active EE | $1,763 | $3,214-45.2% | $5,453-67.7% | $4,139-57.4% |
| Admin fee / account holder | $1,699 | $6,352-73.3% | $14,116-88.0% | $7,234-76.5% |