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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 | $36,726 | $47,105-22.0% | $68,368-46.3% | $67,986-46.0% |
| Participation rate | 47.3% | 51.8%-4.5pp | 73.8%-26.5pp | 57.2%-9.9pp |
| Annual return | 16.30% | 48.37%-32.1pp | 292.57%-276.3pp | 31.67%-15.4pp |
| Employer contribution / active EE | $637 | $1,859-65.7% | $2,649-76.0% | $2,019-68.5% |
| Participant deferral / active EE | $3,687 | $2,374+55.3% | $4,123-10.6% | $3,358+9.8% |
| Admin fee / account holder | $3,773 | $2,435+55.0% | $5,150-26.7% | $3,203+17.8% |