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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 | $34,711 | $45,566-23.8% | $64,105-45.9% | $59,633-41.8% |
| Participation rate | 32.7% | 60.2%-27.5pp | 68.2%-35.5pp | 68.7%-36.0pp |
| Annual return | 3.48% | 4.95%-1.5pp | 791.24%-787.8pp | 2041.40%-2037.9pp |
| Employer contribution / active EE | $469 | $934-49.8% | $1,820-74.2% | $2,203-78.7% |
| Participant deferral / active EE | $1,071 | $2,057-47.9% | $2,822-62.0% | $3,192-66.4% |
| Admin fee / account holder | $442 | $3,268-86.5% | $4,499-90.2% | $4,297-89.7% |