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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 | $39,310 | $85,024-53.8% | $70,544-44.3% | $139,466-71.8% |
| Participation rate | 52.2% | 73.9%-21.7pp | 68.4%-16.2pp | 80.3%-28.2pp |
| Annual return | 21.42% | 30.39%-9.0pp | 32.79%-11.4pp | 373.66%-352.2pp |
| Employer contribution / active EE | $1,541 | $3,912-60.6% | $2,976-48.2% | $4,754-67.6% |
| Participant deferral / active EE | $1,322 | $5,891-77.6% | $4,568-71.1% | $6,712-80.3% |
| Admin fee / account holder | $1,223 | $8,928-86.3% | $6,427-81.0% | $11,409-89.3% |