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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 | $38,176 | $79,961-52.3% | $98,462-61.2% | $75,177-49.2% |
| Participation rate | 38.7% | 70.4%-31.7pp | 75.2%-36.5pp | 67.2%-28.5pp |
| Annual return | 22.98% | 19.75%+3.2pp | 21.17%+1.8pp | 160.75%-137.8pp |
| Employer contribution / active EE | $1,586 | $2,264-30.0% | $3,049-48.0% | $2,671-40.6% |
| Participant deferral / active EE | $2,044 | $3,753-45.5% | $4,738-56.9% | $4,126-50.5% |
| Admin fee / account holder | $4,474 | $6,842-34.6% | $8,875-49.6% | $5,651-20.8% |