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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 | $57,003 | $81,276-29.9% | $155,574-63.4% | $80,925-29.6% |
| Participation rate | 39.5% | 66.2%-26.8pp | 78.2%-38.7pp | 67.7%-28.2pp |
| Annual return | 13.75% | 33.36%-19.6pp | 64.87%-51.1pp | 35.65%-21.9pp |
| Employer contribution / active EE | $755 | $3,103-75.7% | $4,676-83.9% | $2,756-72.6% |
| Participant deferral / active EE | $2,385 | $3,453-30.9% | $5,629-57.6% | $4,299-44.5% |
| Admin fee / account holder | $714 | $7,993-91.1% | $15,914-95.5% | $6,940-89.7% |