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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 | $37,430 | $81,233-53.9% | $155,567-75.9% | $80,874-53.7% |
| Participation rate | 57.1% | 66.2%-9.1pp | 78.2%-21.1pp | 67.6%-10.5pp |
| Annual return | 11.85% | 33.33%-21.5pp | 64.74%-52.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $492 | $3,101-84.1% | $4,674-89.5% | $2,756-82.1% |
| Participant deferral / active EE | $3,003 | $3,452-13.0% | $5,628-46.6% | $4,297-30.1% |
| Admin fee / account holder | $4,885 | $7,998-38.9% | $15,916-69.3% | $6,935-29.6% |