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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 | $37,717 | $65,395-42.3% | $182,540-79.3% | $72,975-48.3% |
| Participation rate | 21.6% | 65.4%-43.8pp | 78.0%-56.4pp | 69.5%-47.9pp |
| Annual return | 21.46% | 27.68%-6.2pp | 148.58%-127.1pp | 81.01%-59.6pp |
| Employer contribution / active EE | $650 | $1,911-66.0% | $4,076-84.0% | $2,440-73.3% |
| Participant deferral / active EE | $2,062 | $3,563-42.1% | $5,525-62.7% | $3,608-42.8% |
| Admin fee / account holder | $1,977 | $4,245-53.4% | $8,593-77.0% | $5,124-61.4% |