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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 | $37,766 | $81,262-53.5% | $155,602-75.7% | $80,911-53.3% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.6%-27.6pp |
| Annual return | 13.51% | 33.34%-19.8pp | 64.81%-51.3pp | 35.63%-22.1pp |
| Employer contribution / active EE | $680 | $3,102-78.1% | $4,675-85.5% | $2,756-75.3% |
| Participant deferral / active EE | $1,534 | $3,451-55.6% | $5,629-72.8% | $4,297-64.3% |
| Admin fee / account holder | $3,056 | $7,992-61.8% | $15,923-80.8% | $6,935-55.9% |