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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 | $44,204 | $78,690-43.8% | $161,489-72.6% | $87,485-49.5% |
| Participation rate | 32.0% | 67.5%-35.5pp | 78.7%-46.7pp | 68.9%-36.9pp |
| Annual return | 20.06% | 32.74%-12.7pp | 89.72%-69.7pp | 26.06%-6.0pp |
| Employer contribution / active EE | $848 | $2,588-67.2% | $4,268-80.1% | $2,596-67.3% |
| Participant deferral / active EE | $2,772 | $3,311-16.3% | $5,630-50.8% | $4,274-35.1% |
| Admin fee / account holder | $1,583 | $6,724-76.5% | $16,006-90.1% | $7,775-79.6% |