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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 | $40,752 | $68,878-40.8% | $120,574-66.2% | $80,935-49.6% |
| Participation rate | 30.0% | 61.7%-31.7pp | 71.9%-41.9pp | 67.7%-37.7pp |
| Annual return | 10.52% | 23.67%-13.2pp | 107.42%-96.9pp | 35.66%-25.1pp |
| Employer contribution / active EE | $736 | $2,065-64.3% | $3,471-78.8% | $2,757-73.3% |
| Participant deferral / active EE | $2,643 | $3,189-17.1% | $4,996-47.1% | $4,299-38.5% |
| Admin fee / account holder | $681 | $5,782-88.2% | $9,445-92.8% | $6,924-90.2% |