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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 | $37,719 | $95,383-60.5% | $185,837-79.7% | $85,856-56.1% |
| Participation rate | 51.4% | 68.8%-17.4pp | 81.7%-30.4pp | 69.3%-18.0pp |
| Annual return | 17.90% | 23.59%-5.7pp | 122.08%-104.2pp | 318.58%-300.7pp |
| Employer contribution / active EE | $862 | $3,313-74.0% | $5,168-83.3% | $2,565-66.4% |
| Participant deferral / active EE | $2,559 | $3,423-25.2% | $5,568-54.0% | $3,952-35.2% |
| Admin fee / account holder | $6,403 | $7,213-11.2% | $16,241-60.6% | $6,261+2.3% |