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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 | $37,699 | $61,815-39.0% | $97,295-61.3% | $80,959-53.4% |
| Participation rate | 34.5% | 63.5%-29.0pp | 72.7%-38.2pp | 67.7%-33.2pp |
| Annual return | 20.80% | -558.73%+579.5pp | 75.62%-54.8pp | 35.67%-14.9pp |
| Employer contribution / active EE | $886 | $1,836-51.7% | $2,723-67.4% | $2,757-67.9% |
| Participant deferral / active EE | $1,545 | $3,027-48.9% | $4,264-63.8% | $4,300-64.1% |
| Admin fee / account holder | $1,006 | $5,166-80.5% | $5,646-82.2% | $6,925-85.5% |