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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 | $38,503 | $81,331-52.7% | $155,534-75.2% | $80,935-52.4% |
| Participation rate | 68.1% | 66.3%+1.9pp | 78.2%-10.1pp | 67.7%+0.5pp |
| Annual return | 11.15% | 33.37%-22.2pp | 64.92%-53.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $742 | $3,105-76.1% | $4,675-84.1% | $2,757-73.1% |
| Participant deferral / active EE | $2,386 | $3,454-30.9% | $5,630-57.6% | $4,299-44.5% |
| Admin fee / account holder | $2,392 | $7,999-70.1% | $15,900-85.0% | $6,924-65.5% |