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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 | $40,455 | $78,690-48.6% | $161,489-74.9% | $87,485-53.8% |
| Participation rate | 33.3% | 67.5%-34.1pp | 78.7%-45.4pp | 68.9%-35.6pp |
| Annual return | 18.47% | 32.74%-14.3pp | 89.72%-71.2pp | 26.06%-7.6pp |
| Employer contribution / active EE | $700 | $2,588-73.0% | $4,268-83.6% | $2,596-73.0% |
| Participant deferral / active EE | $1,777 | $3,311-46.3% | $5,630-68.4% | $4,274-58.4% |
| Admin fee / account holder | $1,142 | $6,724-83.0% | $16,006-92.9% | $7,775-85.3% |