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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 | $41,562 | $78,690-47.2% | $161,489-74.3% | $87,485-52.5% |
| Participation rate | 31.8% | 67.5%-35.6pp | 78.7%-46.9pp | 68.9%-37.1pp |
| Annual return | 18.99% | 32.74%-13.8pp | 89.72%-70.7pp | 26.06%-7.1pp |
| Employer contribution / active EE | $819 | $2,588-68.4% | $4,268-80.8% | $2,596-68.5% |
| Participant deferral / active EE | $2,075 | $3,311-37.3% | $5,630-63.2% | $4,274-51.5% |
| Admin fee / account holder | $1,181 | $6,724-82.4% | $16,006-92.6% | $7,775-84.8% |