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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 | $38,450 | $56,110-31.5% | $94,993-59.5% | $70,126-45.2% |
| Participation rate | 48.6% | 65.0%-16.3pp | 73.9%-25.2pp | 69.5%-20.9pp |
| Annual return | 17.38% | 51.02%-33.6pp | 27.14%-9.8pp | 73.15%-55.8pp |
| Employer contribution / active EE | $673 | $1,442-53.3% | $2,603-74.1% | $2,343-71.3% |
| Participant deferral / active EE | $949 | $2,391-60.3% | $3,317-71.4% | $3,332-71.5% |
| Admin fee / account holder | $636 | $3,456-81.6% | $4,960-87.2% | $4,645-86.3% |