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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 | $40,267 | $50,554-20.3% | $67,681-40.5% | $87,485-54.0% |
| Participation rate | 32.7% | 67.7%-35.0pp | 73.7%-41.0pp | 68.9%-36.2pp |
| Annual return | 18.70% | 17.81%+0.9pp | 590.58%-571.9pp | 26.06%-7.4pp |
| Employer contribution / active EE | $585 | $1,988-70.6% | $2,678-78.2% | $2,596-77.5% |
| Participant deferral / active EE | $2,125 | $2,961-28.2% | $3,976-46.5% | $4,274-50.3% |
| Admin fee / account holder | $417 | $4,132-89.9% | $6,100-93.2% | $7,775-94.6% |