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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 | $42,597 | $56,060-24.0% | $76,002-44.0% | $80,874-47.3% |
| Participation rate | 32.6% | 62.0%-29.4pp | 69.1%-36.4pp | 67.6%-35.0pp |
| Annual return | 14.94% | 20.54%-5.6pp | 360.07%-345.1pp | 35.62%-20.7pp |
| Employer contribution / active EE | $694 | $1,873-63.0% | $2,688-74.2% | $2,756-74.8% |
| Participant deferral / active EE | $1,896 | $3,051-37.9% | $4,257-55.5% | $4,297-55.9% |
| Admin fee / account holder | $4,459 | $5,237-14.9% | $6,414-30.5% | $6,935-35.7% |