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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 | $37,385 | $75,541-50.5% | $152,093-75.4% | $82,637-54.8% |
| Participation rate | 38.2% | 66.5%-28.3pp | 77.8%-39.5pp | 68.1%-29.8pp |
| Annual return | 19.67% | 32.56%-12.9pp | 66.36%-46.7pp | 53.51%-33.8pp |
| Employer contribution / active EE | $734 | $2,622-72.0% | $4,175-82.4% | $2,552-71.3% |
| Participant deferral / active EE | $3,290 | $3,206+2.6% | $5,451-39.6% | $4,126-20.3% |
| Admin fee / account holder | $1,302 | $6,405-79.7% | $14,497-91.0% | $7,339-82.3% |