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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 | $38,632 | $61,815-37.5% | $97,295-60.3% | $80,959-52.3% |
| Participation rate | 38.4% | 63.5%-25.1pp | 72.7%-34.3pp | 67.7%-29.3pp |
| Annual return | 11.68% | -558.73%+570.4pp | 75.62%-63.9pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,056 | $1,836-42.5% | $2,723-61.2% | $2,757-61.7% |
| Participant deferral / active EE | $1,226 | $3,027-59.5% | $4,264-71.2% | $4,300-71.5% |
| Admin fee / account holder | $2,572 | $5,166-50.2% | $5,646-54.5% | $6,925-62.9% |