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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 | $36,957 | $58,828-37.2% | $78,002-52.6% | $62,881-41.2% |
| Participation rate | 40.6% | 71.1%-30.5pp | 75.5%-34.9pp | 69.3%-28.7pp |
| Annual return | 7.99% | 17.16%-9.2pp | 425.99%-418.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $452 | $1,672-72.9% | $2,470-81.7% | $2,281-80.2% |
| Participant deferral / active EE | $1,802 | $2,686-32.9% | $3,497-48.5% | $3,203-43.7% |
| Admin fee / account holder | $356 | $4,393-91.9% | $5,481-93.5% | $4,296-91.7% |