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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 | $38,000 | $55,713-31.8% | $75,894-49.9% | $72,983-47.9% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.3%-19.3pp | 69.5%-19.5pp |
| Annual return | 22.79% | 27.60%-4.8pp | 30.76%-8.0pp | 81.01%-58.2pp |
| Employer contribution / active EE | $382 | $1,687-77.4% | $2,501-84.7% | $2,440-84.4% |
| Participant deferral / active EE | $2,245 | $2,634-14.8% | $3,603-37.7% | $3,608-37.8% |
| Admin fee / account holder | $2,475 | $3,980-37.8% | $5,420-54.3% | $5,124-51.7% |