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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 | $37,143 | $58,848-36.9% | $88,179-57.9% | $82,637-55.1% |
| Participation rate | 28.1% | 57.9%-29.8pp | 69.1%-41.0pp | 68.1%-39.9pp |
| Annual return | 20.01% | 22.76%-2.8pp | 64.97%-45.0pp | 53.51%-33.5pp |
| Employer contribution / active EE | $639 | $1,678-61.9% | $2,549-74.9% | $2,552-75.0% |
| Participant deferral / active EE | $2,124 | $3,124-32.0% | $4,614-54.0% | $4,126-48.5% |
| Admin fee / account holder | $3,509 | $4,795-26.8% | $7,673-54.3% | $7,339-52.2% |