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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 | $38,911 | $58,828-33.9% | $78,002-50.1% | $62,881-38.1% |
| Participation rate | 53.1% | 71.1%-17.9pp | 75.5%-22.4pp | 69.3%-16.2pp |
| Annual return | 8.93% | 17.16%-8.2pp | 425.99%-417.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $358 | $1,672-78.6% | $2,470-85.5% | $2,281-84.3% |
| Participant deferral / active EE | $1,651 | $2,686-38.5% | $3,497-52.8% | $3,203-48.5% |
| Admin fee / account holder | $414 | $4,393-90.6% | $5,481-92.4% | $4,296-90.4% |