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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 | $47,340 | $81,331-41.8% | $155,534-69.6% | $80,935-41.5% |
| Participation rate | 38.5% | 66.3%-27.8pp | 78.2%-39.8pp | 67.7%-29.2pp |
| Annual return | 20.76% | 33.37%-12.6pp | 64.92%-44.2pp | 35.66%-14.9pp |
| Employer contribution / active EE | $500 | $3,105-83.9% | $4,675-89.3% | $2,757-81.9% |
| Participant deferral / active EE | $3,314 | $3,454-4.1% | $5,630-41.1% | $4,299-22.9% |
| Admin fee / account holder | $2,713 | $7,999-66.1% | $15,900-82.9% | $6,924-60.8% |