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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 | $37,361 | $93,345-60.0% | $119,126-68.6% | $87,485-57.3% |
| Participation rate | 32.3% | 68.7%-36.5pp | 75.8%-43.5pp | 68.9%-36.7pp |
| Annual return | 19.49% | 19.08%+0.4pp | 282.11%-262.6pp | 26.06%-6.6pp |
| Employer contribution / active EE | $1,132 | $3,172-64.3% | $4,034-71.9% | $2,596-56.4% |
| Participant deferral / active EE | $2,821 | $4,099-31.2% | $5,318-46.9% | $4,274-34.0% |
| Admin fee / account holder | $2,535 | $8,039-68.5% | $10,693-76.3% | $7,775-67.4% |