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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 | $77,814-52.8% | $158,223-76.8% | $86,983-57.8% |
| Participation rate | 45.8% | 68.4%-22.6pp | 79.2%-33.4pp | 69.5%-23.7pp |
| Annual return | 17.32% | 30.54%-13.2pp | 52.09%-34.8pp | 25.83%-8.5pp |
| Employer contribution / active EE | $830 | $2,592-68.0% | $4,109-79.8% | $2,584-67.9% |
| Participant deferral / active EE | $2,607 | $3,270-20.3% | $5,467-52.3% | $4,194-37.8% |
| Admin fee / account holder | $2,003 | $5,879-65.9% | $16,047-87.5% | $7,856-74.5% |