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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 | $35,541 | $71,197-50.1% | $93,669-62.1% | $80,925-56.1% |
| Participation rate | 25.6% | 60.4%-34.8pp | 68.7%-43.1pp | 67.7%-42.0pp |
| Annual return | 31.29% | 11.27%+20.0pp | 133.59%-102.3pp | 35.65%-4.4pp |
| Employer contribution / active EE | $567 | $1,565-63.7% | $2,424-76.6% | $2,756-79.4% |
| Participant deferral / active EE | $1,381 | $4,036-65.8% | $4,416-68.7% | $4,299-67.9% |
| Admin fee / account holder | $1,248 | $6,959-82.1% | $8,291-85.0% | $6,940-82.0% |