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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 | $56,060-32.4% | $76,002-50.1% | $80,874-53.1% |
| Participation rate | 40.6% | 62.0%-21.4pp | 69.1%-28.5pp | 67.6%-27.0pp |
| Annual return | 16.00% | 20.54%-4.5pp | 360.07%-344.1pp | 35.62%-19.6pp |
| Employer contribution / active EE | $1,572 | $1,873-16.1% | $2,688-41.5% | $2,756-43.0% |
| Participant deferral / active EE | $3,064 | $3,051+0.4% | $4,257-28.0% | $4,297-28.7% |
| Admin fee / account holder | $386 | $5,237-92.6% | $6,414-94.0% | $6,935-94.4% |