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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 | $39,729 | $61,356-35.2% | $149,696-73.5% | $71,511-44.4% |
| Participation rate | 27.7% | 62.5%-34.8pp | 78.8%-51.1pp | 67.9%-40.2pp |
| Annual return | 19.60% | 35.86%-16.3pp | 134.46%-114.9pp | 28.86%-9.3pp |
| Employer contribution / active EE | $610 | $2,382-74.4% | $4,821-87.3% | $2,589-76.4% |
| Participant deferral / active EE | $1,359 | $2,920-53.4% | $5,682-76.1% | $4,291-68.3% |
| Admin fee / account holder | $2,629 | $1,263+108.1% | $13,212-80.1% | $1,588+65.5% |