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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 | $42,094 | $93,345-54.9% | $119,126-64.7% | $87,485-51.9% |
| Participation rate | 27.1% | 68.7%-41.7pp | 75.8%-48.7pp | 68.9%-41.8pp |
| Annual return | 14.54% | 19.08%-4.5pp | 282.11%-267.6pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,145 | $3,172-63.9% | $4,034-71.6% | $2,596-55.9% |
| Participant deferral / active EE | $2,747 | $4,099-33.0% | $5,318-48.3% | $4,274-35.7% |
| Admin fee / account holder | $1,492 | $8,039-81.4% | $10,693-86.0% | $7,775-80.8% |