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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 | $38,357 | $45,343-15.4% | $150,298-74.5% | $67,986-43.6% |
| Participation rate | 44.4% | 51.9%-7.5pp | 77.8%-33.4pp | 57.2%-12.8pp |
| Annual return | 16.03% | 33.28%-17.2pp | 62.79%-46.8pp | 31.67%-15.6pp |
| Employer contribution / active EE | $210 | $1,462-85.7% | $4,154-95.0% | $2,019-89.6% |
| Participant deferral / active EE | $1,452 | $2,055-29.3% | $5,453-73.4% | $3,358-56.8% |
| Admin fee / account holder | $4,374 | $2,250+94.4% | $14,116-69.0% | $3,203+36.5% |