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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 | $38,904 | $55,902-30.4% | $76,030-48.8% | $80,959-51.9% |
| Participation rate | 23.8% | 62.1%-38.3pp | 69.1%-45.3pp | 67.7%-43.9pp |
| Annual return | 16.16% | 20.59%-4.4pp | 361.54%-345.4pp | 35.67%-19.5pp |
| Employer contribution / active EE | $876 | $1,867-53.1% | $2,688-67.4% | $2,757-68.2% |
| Participant deferral / active EE | $2,072 | $3,051-32.1% | $4,257-51.3% | $4,300-51.8% |
| Admin fee / account holder | $2,209 | $5,239-57.8% | $6,421-65.6% | $6,925-68.1% |