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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 | $37,918 | $52,678-28.0% | $75,784-50.0% | $59,633-36.4% |
| Participation rate | 62.7% | 67.2%-4.5pp | 75.8%-13.1pp | 68.7%-5.9pp |
| Annual return | 7.61% | 2.95%+4.7pp | 9.68%-2.1pp | 2041.45%-2033.8pp |
| Employer contribution / active EE | $707 | $2,193-67.8% | $3,323-78.7% | $2,203-67.9% |
| Participant deferral / active EE | $2,364 | $2,591-8.7% | $3,652-35.3% | $3,192-25.9% |
| Admin fee / account holder | $2,898 | $3,610-19.7% | $5,300-45.3% | $4,297-32.6% |