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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 | $78,690-51.5% | $161,489-76.3% | $87,485-56.3% |
| Participation rate | 37.1% | 67.5%-30.4pp | 78.7%-41.6pp | 68.9%-31.8pp |
| Annual return | 13.17% | 32.74%-19.6pp | 89.72%-76.5pp | 26.06%-12.9pp |
| Employer contribution / active EE | $561 | $2,588-78.3% | $4,268-86.9% | $2,596-78.4% |
| Participant deferral / active EE | $992 | $3,311-70.0% | $5,630-82.4% | $4,274-76.8% |
| Admin fee / account holder | $6,161 | $6,724-8.4% | $16,006-61.5% | $7,775-20.8% |