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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 | $38,566 | $61,125-36.9% | $94,057-59.0% | $87,485-55.9% |
| Participation rate | 37.5% | 64.1%-26.6pp | 73.3%-35.8pp | 68.9%-31.4pp |
| Annual return | 16.18% | 35.20%-19.0pp | 480.62%-464.4pp | 26.06%-9.9pp |
| Employer contribution / active EE | $581 | $2,136-72.8% | $2,933-80.2% | $2,596-77.6% |
| Participant deferral / active EE | $1,569 | $3,260-51.9% | $4,709-66.7% | $4,274-63.3% |
| Admin fee / account holder | $1,153 | $5,629-79.5% | $7,244-84.1% | $7,775-85.2% |