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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 | $39,318 | $101,950-61.4% | $125,529-68.7% | $86,983-54.8% |
| Participation rate | 39.6% | 70.2%-30.6pp | 74.7%-35.1pp | 69.5%-30.0pp |
| Annual return | 15.15% | 18.29%-3.1pp | 202.56%-187.4pp | 25.83%-10.7pp |
| Employer contribution / active EE | $1,070 | $2,358-54.6% | $3,058-65.0% | $2,584-58.6% |
| Participant deferral / active EE | $2,888 | $3,862-25.2% | $4,813-40.0% | $4,194-31.1% |
| Admin fee / account holder | $4,840 | $12,791-62.2% | $16,298-70.3% | $7,856-38.4% |