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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 | $36,393 | $85,060-57.2% | $70,548-48.4% | $139,456-73.9% |
| Participation rate | 45.5% | 73.9%-28.4pp | 68.3%-22.9pp | 80.3%-34.9pp |
| Annual return | 21.46% | 30.38%-8.9pp | 32.78%-11.3pp | 373.45%-352.0pp |
| Employer contribution / active EE | $868 | $3,911-77.8% | $2,975-70.8% | $4,753-81.7% |
| Participant deferral / active EE | $1,586 | $5,890-73.1% | $4,567-65.3% | $6,711-76.4% |
| Admin fee / account holder | $925 | $8,925-89.6% | $6,424-85.6% | $11,407-91.9% |