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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 | $36,190 | $76,834-52.9% | $108,359-66.6% | $87,485-58.6% |
| Participation rate | 42.2% | 61.7%-19.5pp | 70.1%-27.9pp | 68.9%-26.7pp |
| Annual return | 14.44% | 19.09%-4.7pp | 36.89%-22.5pp | 26.06%-11.6pp |
| Employer contribution / active EE | $355 | $1,556-77.2% | $2,399-85.2% | $2,596-86.3% |
| Participant deferral / active EE | $2,275 | $3,100-26.6% | $4,137-45.0% | $4,274-46.8% |
| Admin fee / account holder | $3,528 | $6,537-46.0% | $9,741-63.8% | $7,775-54.6% |