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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 | $36,710 | $78,690-53.3% | $161,489-77.3% | $87,485-58.0% |
| Participation rate | 45.8% | 67.5%-21.6pp | 78.7%-32.9pp | 68.9%-23.1pp |
| Annual return | 17.32% | 32.74%-15.4pp | 89.72%-72.4pp | 26.06%-8.7pp |
| Employer contribution / active EE | $830 | $2,588-67.9% | $4,268-80.6% | $2,596-68.0% |
| Participant deferral / active EE | $2,607 | $3,311-21.3% | $5,630-53.7% | $4,274-39.0% |
| Admin fee / account holder | $2,003 | $6,724-70.2% | $16,006-87.5% | $7,775-74.2% |