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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 | $42,699 | $76,407-44.1% | $150,298-71.6% | $82,448-48.2% |
| Participation rate | 30.0% | 66.4%-36.4pp | 77.8%-47.8pp | 68.1%-38.1pp |
| Annual return | 16.96% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $747 | $2,614-71.4% | $4,154-82.0% | $2,551-70.7% |
| Participant deferral / active EE | $2,239 | $3,214-30.4% | $5,453-58.9% | $4,139-45.9% |
| Admin fee / account holder | $2,256 | $6,352-64.5% | $14,116-84.0% | $7,234-68.8% |