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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 | $40,751 | $77,920-47.7% | $149,723-72.8% | $75,177-45.8% |
| Participation rate | 37.2% | 65.6%-28.4pp | 78.8%-41.6pp | 67.2%-30.0pp |
| Annual return | 18.14% | 31.72%-13.6pp | 134.50%-116.4pp | 160.75%-142.6pp |
| Employer contribution / active EE | $593 | $3,138-81.1% | $4,821-87.7% | $2,671-77.8% |
| Participant deferral / active EE | $1,631 | $3,411-52.2% | $5,682-71.3% | $4,126-60.5% |
| Admin fee / account holder | $3,167 | $5,951-46.8% | $13,215-76.0% | $5,651-44.0% |