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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 | $34,164 | $76,407-55.3% | $150,298-77.3% | $82,448-58.6% |
| Participation rate | 40.0% | 66.4%-26.4pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 21.44% | 39.99%-18.6pp | 62.79%-41.3pp | 41.64%-20.2pp |
| Employer contribution / active EE | $883 | $2,614-66.2% | $4,154-78.7% | $2,551-65.4% |
| Participant deferral / active EE | $3,041 | $3,214-5.4% | $5,453-44.2% | $4,139-26.5% |
| Admin fee / account holder | $1,537 | $6,352-75.8% | $14,116-89.1% | $7,234-78.8% |