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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 | $35,744 | $78,690-54.6% | $161,489-77.9% | $87,485-59.1% |
| Participation rate | 45.9% | 67.5%-21.5pp | 78.7%-32.8pp | 68.9%-23.0pp |
| Annual return | 21.37% | 32.74%-11.4pp | 89.72%-68.4pp | 26.06%-4.7pp |
| Employer contribution / active EE | $1,117 | $2,588-56.9% | $4,268-73.8% | $2,596-57.0% |
| Participant deferral / active EE | $2,682 | $3,311-19.0% | $5,630-52.4% | $4,274-37.2% |
| Admin fee / account holder | $1,054 | $6,724-84.3% | $16,006-93.4% | $7,775-86.4% |