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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 | $39,585 | $65,361-39.4% | $92,903-57.4% | $72,983-45.8% |
| Participation rate | 24.4% | 68.3%-43.9pp | 76.0%-51.6pp | 69.5%-45.1pp |
| Annual return | 25.22% | 42.11%-16.9pp | 109.43%-84.2pp | 81.01%-55.8pp |
| Employer contribution / active EE | $701 | $2,594-73.0% | $3,653-80.8% | $2,440-71.3% |
| Participant deferral / active EE | $1,317 | $3,128-57.9% | $4,238-68.9% | $3,608-63.5% |
| Admin fee / account holder | $1,868 | $4,251-56.1% | $5,795-67.8% | $5,124-63.5% |