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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 | $38,848 | $58,726-33.8% | $92,239-57.9% | $62,293-37.6% |
| Participation rate | 29.7% | 68.3%-38.6pp | 76.5%-46.8pp | 69.5%-39.8pp |
| Annual return | 23.44% | 43.62%-20.2pp | 176.29%-152.9pp | 28.90%-5.5pp |
| Employer contribution / active EE | $672 | $2,392-71.9% | $3,680-81.7% | $2,042-67.1% |
| Participant deferral / active EE | $1,329 | $2,766-51.9% | $3,897-65.9% | $3,169-58.1% |
| Admin fee / account holder | $515 | $556-7.5% | $5,194-90.1% | $479+7.4% |