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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 | $39,517 | $60,442-34.6% | $96,754-59.2% | $87,485-54.8% |
| Participation rate | 37.0% | 58.7%-21.7pp | 70.3%-33.2pp | 68.9%-31.9pp |
| Annual return | 16.67% | 21.97%-5.3pp | 82.04%-65.4pp | 26.06%-9.4pp |
| Employer contribution / active EE | $786 | $1,691-53.5% | $2,679-70.7% | $2,596-69.7% |
| Participant deferral / active EE | $2,212 | $3,280-32.6% | $4,758-53.5% | $4,274-48.3% |
| Admin fee / account holder | $2,152 | $5,069-57.6% | $8,905-75.8% | $7,775-72.3% |