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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 | $52,326 | $94,436-44.6% | $115,599-54.7% | $82,637-36.7% |
| Participation rate | 39.6% | 70.4%-30.8pp | 74.3%-34.7pp | 68.1%-28.5pp |
| Annual return | 12.63% | 18.37%-5.7pp | 111.10%-98.5pp | 53.51%-40.9pp |
| Employer contribution / active EE | $978 | $2,324-57.9% | $2,955-66.9% | $2,552-61.7% |
| Participant deferral / active EE | $2,237 | $3,955-43.4% | $4,889-54.3% | $4,126-45.8% |
| Admin fee / account holder | $3,045 | $10,328-70.5% | $12,841-76.3% | $7,339-58.5% |