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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 | $41,603 | $81,276-48.8% | $155,574-73.3% | $80,925-48.6% |
| Participation rate | 37.3% | 66.2%-28.9pp | 78.2%-40.9pp | 67.7%-30.3pp |
| Annual return | 17.66% | 33.36%-15.7pp | 64.87%-47.2pp | 35.65%-18.0pp |
| Employer contribution / active EE | $688 | $3,103-77.8% | $4,676-85.3% | $2,756-75.1% |
| Participant deferral / active EE | $2,725 | $3,453-21.1% | $5,629-51.6% | $4,299-36.6% |
| Admin fee / account holder | $2,920 | $7,993-63.5% | $15,914-81.6% | $6,940-57.9% |