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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 | $40,936 | $55,902-26.8% | $76,030-46.2% | $80,959-49.4% |
| Participation rate | 25.0% | 62.1%-37.1pp | 69.1%-44.1pp | 67.7%-42.7pp |
| Annual return | 10.29% | 20.59%-10.3pp | 361.54%-351.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $826 | $1,867-55.8% | $2,688-69.3% | $2,757-70.0% |
| Participant deferral / active EE | $2,635 | $3,051-13.6% | $4,257-38.1% | $4,300-38.7% |
| Admin fee / account holder | $548 | $5,239-89.5% | $6,421-91.5% | $6,925-92.1% |