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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 | $35,776 | $81,331-56.0% | $155,534-77.0% | $80,935-55.8% |
| Participation rate | 15.0% | 66.3%-51.3pp | 78.2%-63.2pp | 67.7%-52.7pp |
| Annual return | 17.21% | 33.37%-16.2pp | 64.92%-47.7pp | 35.66%-18.4pp |
| Employer contribution / active EE | $404 | $3,105-87.0% | $4,675-91.4% | $2,757-85.4% |
| Participant deferral / active EE | $2,430 | $3,454-29.6% | $5,630-56.8% | $4,299-43.5% |
| Admin fee / account holder | $1,661 | $7,999-79.2% | $15,900-89.6% | $6,924-76.0% |