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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 | $51,638-28.0% | $68,368-45.6% | $82,448-54.9% |
| Participation rate | 38.7% | 63.6%-24.9pp | 73.8%-35.0pp | 68.1%-29.4pp |
| Annual return | 17.74% | 37.53%-19.8pp | 292.57%-274.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $692 | $2,047-66.2% | $2,649-73.9% | $2,551-72.9% |
| Participant deferral / active EE | $3,081 | $2,914+5.7% | $4,123-25.3% | $4,139-25.6% |
| Admin fee / account holder | $864 | $4,643-81.4% | $5,150-83.2% | $7,234-88.1% |