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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 | $38,548 | $55,902-31.0% | $76,030-49.3% | $80,959-52.4% |
| Participation rate | 31.0% | 62.1%-31.0pp | 69.1%-38.0pp | 67.7%-36.6pp |
| Annual return | 11.36% | 20.59%-9.2pp | 361.54%-350.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $899 | $1,867-51.8% | $2,688-66.6% | $2,757-67.4% |
| Participant deferral / active EE | $1,816 | $3,051-40.5% | $4,257-57.3% | $4,300-57.8% |
| Admin fee / account holder | $2,275 | $5,239-56.6% | $6,421-64.6% | $6,925-67.2% |