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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 | $36,079 | $58,828-38.7% | $78,002-53.7% | $62,881-42.6% |
| Participation rate | 56.4% | 71.1%-14.6pp | 75.5%-19.1pp | 69.3%-12.9pp |
| Annual return | 11.41% | 17.16%-5.8pp | 425.99%-414.6pp | 20.14%-8.7pp |
| Employer contribution / active EE | $943 | $1,672-43.6% | $2,470-61.8% | $2,281-58.7% |
| Participant deferral / active EE | $1,535 | $2,686-42.8% | $3,497-56.1% | $3,203-52.1% |
| Admin fee / account holder | $5,004 | $4,393+13.9% | $5,481-8.7% | $4,296+16.5% |