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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 | $37,894 | $55,902-32.2% | $76,030-50.2% | $80,959-53.2% |
| Participation rate | 40.6% | 62.1%-21.4pp | 69.1%-28.4pp | 67.7%-27.0pp |
| Annual return | 16.00% | 20.59%-4.6pp | 361.54%-345.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,572 | $1,867-15.8% | $2,688-41.5% | $2,757-43.0% |
| Participant deferral / active EE | $3,064 | $3,051+0.4% | $4,257-28.0% | $4,300-28.8% |
| Admin fee / account holder | $386 | $5,239-92.6% | $6,421-94.0% | $6,925-94.4% |