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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 | $38,573 | $73,955-47.8% | $96,520-60.0% | $75,181-48.7% |
| Participation rate | 22.7% | 66.4%-43.8pp | 74.3%-51.7pp | 67.2%-44.5pp |
| Annual return | 18.76% | 26.72%-8.0pp | 35.72%-17.0pp | 160.69%-141.9pp |
| Employer contribution / active EE | $1,041 | $2,930-64.5% | $3,739-72.2% | $2,671-61.0% |
| Participant deferral / active EE | $1,489 | $3,659-59.3% | $4,879-69.5% | $4,126-63.9% |
| Admin fee / account holder | $2,590 | $5,217-50.4% | $6,733-61.5% | $5,650-54.2% |