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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 | $36,372 | $78,690-53.8% | $161,489-77.5% | $87,485-58.4% |
| Participation rate | 57.5% | 67.5%-10.0pp | 78.7%-21.2pp | 68.9%-11.4pp |
| Annual return | 14.33% | 32.74%-18.4pp | 89.72%-75.4pp | 26.06%-11.7pp |
| Employer contribution / active EE | $890 | $2,588-65.6% | $4,268-79.1% | $2,596-65.7% |
| Participant deferral / active EE | $2,381 | $3,311-28.1% | $5,630-57.7% | $4,274-44.3% |
| Admin fee / account holder | $6,933 | $6,724+3.1% | $16,006-56.7% | $7,775-10.8% |