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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 | $41,842 | $84,953-50.7% | $163,379-74.4% | $82,637-49.4% |
| Participation rate | 36.4% | 65.9%-29.6pp | 76.8%-40.5pp | 68.1%-31.7pp |
| Annual return | 17.40% | 23.07%-5.7pp | 63.41%-46.0pp | 53.51%-36.1pp |
| Employer contribution / active EE | $620 | $2,183-71.6% | $3,752-83.5% | $2,552-75.7% |
| Participant deferral / active EE | $1,715 | $4,326-60.4% | $6,282-72.7% | $4,126-58.4% |
| Admin fee / account holder | $1,087 | $7,921-86.3% | $9,818-88.9% | $7,339-85.2% |