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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 | $38,881 | $45,343-14.2% | $150,298-74.1% | $67,986-42.8% |
| Participation rate | 23.5% | 51.9%-28.3pp | 77.8%-54.2pp | 57.2%-33.7pp |
| Annual return | 16.01% | 33.28%-17.3pp | 62.79%-46.8pp | 31.67%-15.7pp |
| Employer contribution / active EE | $347 | $1,462-76.3% | $4,154-91.7% | $2,019-82.8% |
| Participant deferral / active EE | $885 | $2,055-56.9% | $5,453-83.8% | $3,358-73.7% |
| Admin fee / account holder | $2,807 | $2,250+24.8% | $14,116-80.1% | $3,203-12.4% |