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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 | $36,595 | $106,864-65.8% | $147,318-75.2% | $82,637-55.7% |
| Participation rate | 44.4% | 75.5%-31.1pp | 82.1%-37.6pp | 68.1%-23.6pp |
| Annual return | 17.24% | 27.49%-10.2pp | 70.43%-53.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $1,277 | $3,417-62.6% | $4,593-72.2% | $2,552-50.0% |
| Participant deferral / active EE | $3,338 | $6,496-48.6% | $7,906-57.8% | $4,126-19.1% |
| Admin fee / account holder | $1,295 | $8,415-84.6% | $13,708-90.6% | $7,339-82.4% |