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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 | $37,557 | $77,638-51.6% | $156,551-76.0% | $62,881-40.3% |
| Participation rate | 45.2% | 71.2%-26.0pp | 84.0%-38.9pp | 69.3%-24.1pp |
| Annual return | 8.57% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $659 | $3,444-80.9% | $5,501-88.0% | $2,281-71.1% |
| Participant deferral / active EE | $835 | $3,046-72.6% | $4,871-82.9% | $3,203-73.9% |
| Admin fee / account holder | $2,015 | $5,561-63.8% | $13,028-84.5% | $4,296-53.1% |