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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 | $42,241 | $77,638-45.6% | $156,551-73.0% | $62,881-32.8% |
| Participation rate | 35.4% | 71.2%-35.8pp | 84.0%-48.6pp | 69.3%-33.9pp |
| Annual return | 6.11% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $806 | $3,444-76.6% | $5,501-85.4% | $2,281-64.7% |
| Participant deferral / active EE | $892 | $3,046-70.7% | $4,871-81.7% | $3,203-72.1% |
| Admin fee / account holder | $2,572 | $5,561-53.8% | $13,028-80.3% | $4,296-40.1% |