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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 | $42,758 | $53,128-19.5% | $86,582-50.6% | $70,126-39.0% |
| Participation rate | 32.3% | 65.3%-33.0pp | 73.5%-41.3pp | 69.5%-37.3pp |
| Annual return | 13.58% | 27.66%-14.1pp | 965.08%-951.5pp | 73.15%-59.6pp |
| Employer contribution / active EE | $909 | $2,068-56.1% | $2,839-68.0% | $2,343-61.2% |
| Participant deferral / active EE | $1,907 | $2,695-29.3% | $3,609-47.2% | $3,332-42.8% |
| Admin fee / account holder | $2,623 | $3,584-26.8% | $4,904-46.5% | $4,645-43.5% |