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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 | $40,469 | $91,179-55.6% | $178,499-77.3% | $79,852-49.3% |
| Participation rate | 26.5% | 69.2%-42.7pp | 81.9%-55.5pp | 69.6%-43.2pp |
| Annual return | 20.46% | 24.19%-3.7pp | 151.10%-130.6pp | 31.72%-11.3pp |
| Employer contribution / active EE | $578 | $3,256-82.2% | $5,011-88.5% | $2,471-76.6% |
| Participant deferral / active EE | $2,473 | $3,236-23.6% | $5,202-52.5% | $3,740-33.9% |
| Admin fee / account holder | $647 | $6,749-90.4% | $13,986-95.4% | $5,306-87.8% |