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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 | $35,878 | $91,086-60.6% | $203,872-82.4% | $86,983-58.8% |
| Participation rate | 36.0% | 65.8%-29.8pp | 77.8%-41.8pp | 69.5%-33.5pp |
| Annual return | 17.16% | 22.30%-5.1pp | 85.11%-68.0pp | 25.83%-8.7pp |
| Employer contribution / active EE | $738 | $2,063-64.2% | $3,757-80.3% | $2,584-71.4% |
| Participant deferral / active EE | $5,933 | $4,019+47.6% | $6,388-7.1% | $4,194+41.5% |
| Admin fee / account holder | $2,802 | $8,987-68.8% | $11,730-76.1% | $7,856-64.3% |