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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 | $37,469 | $45,050-16.8% | $63,018-40.5% | $70,126-46.6% |
| Participation rate | 37.3% | 69.5%-32.3pp | 74.8%-37.5pp | 69.5%-32.3pp |
| Annual return | 17.81% | 18.76%-1.0pp | 87.62%-69.8pp | 73.15%-55.3pp |
| Employer contribution / active EE | $558 | $2,052-72.8% | $2,761-79.8% | $2,343-76.2% |
| Participant deferral / active EE | $1,364 | $2,466-44.7% | $3,330-59.0% | $3,332-59.1% |
| Admin fee / account holder | $1,584 | $2,834-44.1% | $3,601-56.0% | $4,645-65.9% |