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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 | $39,011 | $91,179-57.2% | $178,499-78.1% | $79,852-51.1% |
| Participation rate | 40.5% | 69.2%-28.7pp | 81.9%-41.5pp | 69.6%-29.2pp |
| Annual return | 15.90% | 24.19%-8.3pp | 151.10%-135.2pp | 31.72%-15.8pp |
| Employer contribution / active EE | $851 | $3,256-73.9% | $5,011-83.0% | $2,471-65.6% |
| Participant deferral / active EE | $2,351 | $3,236-27.4% | $5,202-54.8% | $3,740-37.2% |
| Admin fee / account holder | $689 | $6,749-89.8% | $13,986-95.1% | $5,306-87.0% |