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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 | $36,577 | $78,690-53.5% | $161,489-77.4% | $87,485-58.2% |
| Participation rate | 45.8% | 67.5%-21.7pp | 78.7%-32.9pp | 68.9%-23.2pp |
| Annual return | 14.88% | 32.74%-17.9pp | 89.72%-74.8pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,159 | $2,588-55.2% | $4,268-72.8% | $2,596-55.3% |
| Participant deferral / active EE | $2,861 | $3,311-13.6% | $5,630-49.2% | $4,274-33.0% |
| Admin fee / account holder | $4,578 | $6,724-31.9% | $16,006-71.4% | $7,775-41.1% |