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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 | $38,316 | $45,343-15.5% | $150,298-74.5% | $67,986-43.6% |
| Participation rate | 26.5% | 51.9%-25.4pp | 77.8%-51.3pp | 57.2%-30.7pp |
| Annual return | 15.79% | 33.28%-17.5pp | 62.79%-47.0pp | 31.67%-15.9pp |
| Employer contribution / active EE | $325 | $1,462-77.8% | $4,154-92.2% | $2,019-83.9% |
| Participant deferral / active EE | $1,780 | $2,055-13.4% | $5,453-67.4% | $3,358-47.0% |
| Admin fee / account holder | $2,100 | $2,250-6.7% | $14,116-85.1% | $3,203-34.4% |