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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 | $38,464 | $72,492-46.9% | $87,104-55.8% | $72,975-47.3% |
| Participation rate | 52.9% | 72.8%-19.9pp | 76.9%-23.9pp | 69.5%-16.5pp |
| Annual return | 16.36% | 24.46%-8.1pp | 28.19%-11.8pp | 81.01%-64.7pp |
| Employer contribution / active EE | $525 | $1,894-72.3% | $2,521-79.2% | $2,440-78.5% |
| Participant deferral / active EE | $3,885 | $3,270+18.8% | $4,048-4.0% | $3,608+7.7% |
| Admin fee / account holder | $13,347 | $5,055+164.0% | $7,491+78.2% | $5,124+160.5% |