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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 | $36,146 | $62,592-42.3% | $85,709-57.8% | $85,847-57.9% |
| Participation rate | 38.5% | 61.1%-22.7pp | 69.9%-31.4pp | 69.3%-30.9pp |
| Annual return | 17.35% | 23.77%-6.4pp | 21.49%-4.1pp | 318.61%-301.3pp |
| Employer contribution / active EE | $760 | $1,755-56.7% | $2,619-71.0% | $2,565-70.4% |
| Participant deferral / active EE | $1,369 | $2,802-51.1% | $3,924-65.1% | $3,952-65.4% |
| Admin fee / account holder | $3,072 | $4,643-33.8% | $6,876-55.3% | $6,261-50.9% |