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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 | $36,710 | $104,251-64.8% | $91,004-59.7% | $147,586-75.1% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.6%-13.1pp | 82.8%-20.3pp |
| Annual return | 18.43% | 27.06%-8.6pp | 4.60%+13.8pp | 578.59%-560.2pp |
| Employer contribution / active EE | $671 | $3,116-78.5% | $2,456-72.7% | $4,876-86.2% |
| Participant deferral / active EE | $2,196 | $4,195-47.7% | $3,548-38.1% | $5,439-59.6% |
| Admin fee / account holder | $4,167 | $8,948-53.4% | $5,417-23.1% | $10,886-61.7% |