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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 | $37,169 | $49,976-25.6% | $66,674-44.3% | $82,637-55.0% |
| Participation rate | 38.7% | 63.1%-24.4pp | 73.7%-35.0pp | 68.1%-29.3pp |
| Annual return | 17.74% | 39.09%-21.4pp | 321.24%-303.5pp | 53.51%-35.8pp |
| Employer contribution / active EE | $692 | $1,988-65.2% | $2,620-73.6% | $2,552-72.9% |
| Participant deferral / active EE | $3,081 | $2,847+8.2% | $4,084-24.6% | $4,126-25.3% |
| Admin fee / account holder | $864 | $4,594-81.2% | $5,098-83.1% | $7,339-88.2% |