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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 | $78,690-45.7% | $161,489-73.6% | $87,485-51.2% |
| Participation rate | 30.0% | 67.5%-37.5pp | 78.7%-48.7pp | 68.9%-38.9pp |
| Annual return | 16.96% | 32.74%-15.8pp | 89.72%-72.8pp | 26.06%-9.1pp |
| Employer contribution / active EE | $747 | $2,588-71.1% | $4,268-82.5% | $2,596-71.2% |
| Participant deferral / active EE | $2,239 | $3,311-32.4% | $5,630-60.2% | $4,274-47.6% |
| Admin fee / account holder | $2,256 | $6,724-66.4% | $16,006-85.9% | $7,775-71.0% |