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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 | $39,702 | $98,760-59.8% | $149,715-73.5% | $79,858-50.3% |
| Participation rate | 41.3% | 75.8%-34.5pp | 82.5%-41.2pp | 69.6%-28.4pp |
| Annual return | 16.62% | 27.43%-10.8pp | 276.66%-260.0pp | 31.72%-15.1pp |
| Employer contribution / active EE | $1,195 | $3,217-62.9% | $4,645-74.3% | $2,471-51.6% |
| Participant deferral / active EE | $2,713 | $5,681-52.2% | $6,842-60.3% | $3,740-27.5% |
| Admin fee / account holder | $2,065 | $6,053-65.9% | $9,310-77.8% | $5,306-61.1% |