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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 | $39,887 | $45,041-11.4% | $63,003-36.7% | $70,131-43.1% |
| Participation rate | 52.3% | 69.5%-17.2pp | 74.8%-22.5pp | 69.5%-17.2pp |
| Annual return | 11.59% | 18.76%-7.2pp | 87.59%-76.0pp | 73.14%-61.6pp |
| Employer contribution / active EE | $394 | $2,052-80.8% | $2,760-85.7% | $2,342-83.2% |
| Participant deferral / active EE | $2,229 | $2,465-9.6% | $3,329-33.0% | $3,332-33.1% |
| Admin fee / account holder | $8,530 | $2,836+200.8% | $3,600+136.9% | $4,645+83.6% |