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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 | $78,690-56.6% | $161,489-78.8% | $87,485-60.9% |
| Participation rate | 40.0% | 67.5%-27.5pp | 78.7%-38.7pp | 68.9%-28.9pp |
| Annual return | 21.44% | 32.74%-11.3pp | 89.72%-68.3pp | 26.06%-4.6pp |
| Employer contribution / active EE | $883 | $2,588-65.9% | $4,268-79.3% | $2,596-66.0% |
| Participant deferral / active EE | $3,041 | $3,311-8.2% | $5,630-46.0% | $4,274-28.8% |
| Admin fee / account holder | $1,537 | $6,724-77.1% | $16,006-90.4% | $7,775-80.2% |