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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 | $68,573-40.6% | $120,368-66.1% | $80,874-49.6% |
| Participation rate | 30.0% | 61.6%-31.6pp | 71.9%-41.9pp | 67.6%-37.6pp |
| Annual return | 10.52% | 23.61%-13.1pp | 107.26%-96.7pp | 35.62%-25.1pp |
| Employer contribution / active EE | $736 | $2,052-64.1% | $3,465-78.7% | $2,756-73.3% |
| Participant deferral / active EE | $2,643 | $3,174-16.7% | $4,991-47.0% | $4,297-38.5% |
| Admin fee / account holder | $681 | $5,734-88.1% | $9,429-92.8% | $6,935-90.2% |