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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 | $38,459 | $60,442-36.4% | $96,754-60.3% | $87,485-56.0% |
| Participation rate | 14.9% | 58.7%-43.8pp | 70.3%-55.4pp | 68.9%-54.0pp |
| Annual return | 15.89% | 21.97%-6.1pp | 82.04%-66.1pp | 26.06%-10.2pp |
| Employer contribution / active EE | $356 | $1,691-79.0% | $2,679-86.7% | $2,596-86.3% |
| Participant deferral / active EE | $1,365 | $3,280-58.4% | $4,758-71.3% | $4,274-68.1% |
| Admin fee / account holder | $3,361 | $5,069-33.7% | $8,905-62.3% | $7,775-56.8% |