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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 | $38,532 | $75,058-48.7% | $152,301-74.7% | $64,340-40.1% |
| Participation rate | 21.4% | 60.9%-39.5pp | 82.4%-61.0pp | 55.2%-33.8pp |
| Annual return | 18.48% | 29.93%-11.4pp | 80.50%-62.0pp | 24.14%-5.7pp |
| Employer contribution / active EE | $653 | $2,605-74.9% | $4,624-85.9% | $1,862-64.9% |
| Participant deferral / active EE | $1,338 | $5,041-73.5% | $8,004-83.3% | $2,980-55.1% |
| Admin fee / account holder | $2,523 | $4,050-37.7% | $14,398-82.5% | $3,703-31.9% |