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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 | $37,107 | $56,110-33.9% | $94,993-60.9% | $70,126-47.1% |
| Participation rate | 18.5% | 65.0%-46.5pp | 73.9%-55.4pp | 69.5%-51.0pp |
| Annual return | 13.57% | 51.02%-37.5pp | 27.14%-13.6pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,025 | $1,442-28.9% | $2,603-60.6% | $2,343-56.3% |
| Participant deferral / active EE | $1,337 | $2,391-44.1% | $3,317-59.7% | $3,332-59.9% |
| Admin fee / account holder | $10,387 | $3,456+200.5% | $4,960+109.4% | $4,645+123.6% |