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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 | $37,711 | $45,041-16.3% | $63,003-40.1% | $70,131-46.2% |
| Participation rate | 63.6% | 69.5%-5.9pp | 74.8%-11.2pp | 69.5%-5.9pp |
| Annual return | 23.26% | 18.76%+4.5pp | 87.59%-64.3pp | 73.14%-49.9pp |
| Employer contribution / active EE | $912 | $2,052-55.5% | $2,760-66.9% | $2,342-61.0% |
| Participant deferral / active EE | $2,885 | $2,465+17.0% | $3,329-13.3% | $3,332-13.4% |
| Admin fee / account holder | $712 | $2,836-74.9% | $3,600-80.2% | $4,645-84.7% |