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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 | $40,876 | $45,343-9.9% | $150,298-72.8% | $67,986-39.9% |
| Participation rate | 39.0% | 51.9%-12.9pp | 77.8%-38.8pp | 57.2%-18.2pp |
| Annual return | 12.55% | 33.28%-20.7pp | 62.79%-50.2pp | 31.67%-19.1pp |
| Employer contribution / active EE | $500 | $1,462-65.8% | $4,154-88.0% | $2,019-75.2% |
| Participant deferral / active EE | $984 | $2,055-52.1% | $5,453-81.9% | $3,358-70.7% |
| Admin fee / account holder | $8,135 | $2,250+261.6% | $14,116-42.4% | $3,203+154.0% |