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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 | $37,512 | $78,690-52.3% | $161,489-76.8% | $87,485-57.1% |
| Participation rate | 36.4% | 67.5%-31.1pp | 78.7%-42.3pp | 68.9%-32.6pp |
| Annual return | 18.36% | 32.74%-14.4pp | 89.72%-71.4pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,557 | $2,588-39.9% | $4,268-63.5% | $2,596-40.0% |
| Participant deferral / active EE | $2,840 | $3,311-14.2% | $5,630-49.6% | $4,274-33.5% |
| Admin fee / account holder | $4,356 | $6,724-35.2% | $16,006-72.8% | $7,775-44.0% |