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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 | $38,204 | $76,407-50.0% | $150,298-74.6% | $82,448-53.7% |
| Participation rate | 37.1% | 66.4%-29.3pp | 77.8%-40.7pp | 68.1%-31.0pp |
| Annual return | 13.17% | 39.99%-26.8pp | 62.79%-49.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $561 | $2,614-78.6% | $4,154-86.5% | $2,551-78.0% |
| Participant deferral / active EE | $992 | $3,214-69.1% | $5,453-81.8% | $4,139-76.0% |
| Admin fee / account holder | $6,161 | $6,352-3.0% | $14,116-56.4% | $7,234-14.8% |