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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 | $43,938 | $67,411-34.8% | $91,004-51.7% | $70,126-37.3% |
| Participation rate | 39.3% | 71.4%-32.1pp | 75.6%-36.3pp | 69.5%-30.3pp |
| Annual return | 19.74% | -40.16%+59.9pp | 4.60%+15.1pp | 73.15%-53.4pp |
| Employer contribution / active EE | $384 | $1,786-78.5% | $2,456-84.4% | $2,343-83.6% |
| Participant deferral / active EE | $1,534 | $2,823-45.6% | $3,548-56.7% | $3,332-53.9% |
| Admin fee / account holder | $765 | $4,236-81.9% | $5,417-85.9% | $4,645-83.5% |