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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 | $39,348 | $62,672-37.2% | $185,117-78.7% | $70,131-43.9% |
| Participation rate | 32.1% | 63.8%-31.7pp | 77.3%-45.2pp | 69.5%-37.5pp |
| Annual return | 18.83% | 40.79%-22.0pp | 40.50%-21.7pp | 73.14%-54.3pp |
| Employer contribution / active EE | $560 | $1,753-68.0% | $4,182-86.6% | $2,342-76.1% |
| Participant deferral / active EE | $1,923 | $3,272-41.2% | $5,045-61.9% | $3,332-42.3% |
| Admin fee / account holder | $1,896 | $3,932-51.8% | $8,159-76.8% | $4,645-59.2% |