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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 | $38,051 | $86,298-55.9% | $111,308-65.8% | $85,847-55.7% |
| Participation rate | 58.5% | 73.3%-14.8pp | 77.3%-18.8pp | 69.3%-10.8pp |
| Annual return | 16.73% | 19.99%-3.3pp | 54.67%-37.9pp | 318.61%-301.9pp |
| Employer contribution / active EE | $605 | $2,044-70.4% | $2,732-77.9% | $2,565-76.4% |
| Participant deferral / active EE | $2,752 | $3,641-24.4% | $4,487-38.7% | $3,952-30.4% |
| Admin fee / account holder | $453 | $8,189-94.5% | $7,965-94.3% | $6,261-92.8% |