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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 | $37,215 | $91,179-59.2% | $178,499-79.2% | $79,852-53.4% |
| Participation rate | 40.7% | 69.2%-28.5pp | 81.9%-41.2pp | 69.6%-28.9pp |
| Annual return | 12.57% | 24.19%-11.6pp | 151.10%-138.5pp | 31.72%-19.1pp |
| Employer contribution / active EE | $630 | $3,256-80.6% | $5,011-87.4% | $2,471-74.5% |
| Participant deferral / active EE | $1,599 | $3,236-50.6% | $5,202-69.3% | $3,740-57.2% |
| Admin fee / account holder | $3,328 | $6,749-50.7% | $13,986-76.2% | $5,306-37.3% |