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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 | $37,841 | $77,920-51.4% | $149,723-74.7% | $75,177-49.7% |
| Participation rate | 43.0% | 65.6%-22.6pp | 78.8%-35.8pp | 67.2%-24.2pp |
| Annual return | 18.22% | 31.72%-13.5pp | 134.50%-116.3pp | 160.75%-142.5pp |
| Employer contribution / active EE | $846 | $3,138-73.0% | $4,821-82.5% | $2,671-68.3% |
| Participant deferral / active EE | $3,009 | $3,411-11.8% | $5,682-47.0% | $4,126-27.1% |
| Admin fee / account holder | $1,485 | $5,951-75.0% | $13,215-88.8% | $5,651-73.7% |