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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 | $41,352 | $77,901-46.9% | $149,717-72.4% | $75,181-45.0% |
| Participation rate | 20.0% | 65.6%-45.6pp | 78.8%-58.8pp | 67.2%-47.2pp |
| Annual return | 17.85% | 31.73%-13.9pp | 134.41%-116.6pp | 160.69%-142.8pp |
| Employer contribution / active EE | $434 | $3,137-86.2% | $4,820-91.0% | $2,671-83.7% |
| Participant deferral / active EE | $945 | $3,411-72.3% | $5,682-83.4% | $4,126-77.1% |
| Admin fee / account holder | $9,277 | $5,949+55.9% | $13,213-29.8% | $5,650+64.2% |