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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 | $38,815 | $55,889-30.6% | $76,119-49.0% | $80,935-52.0% |
| Participation rate | 34.5% | 62.1%-27.6pp | 69.1%-34.6pp | 67.7%-33.2pp |
| Annual return | 10.75% | 20.58%-9.8pp | 361.25%-350.5pp | 35.66%-24.9pp |
| Employer contribution / active EE | $528 | $1,866-71.7% | $2,693-80.4% | $2,757-80.8% |
| Participant deferral / active EE | $1,475 | $3,051-51.7% | $4,259-65.4% | $4,299-65.7% |
| Admin fee / account holder | $4,489 | $5,241-14.4% | $6,421-30.1% | $6,924-35.2% |