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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 | $39,681 | $57,590-31.1% | $86,233-54.0% | $82,448-51.9% |
| Participation rate | 20.6% | 57.9%-37.3pp | 69.0%-48.4pp | 68.1%-47.5pp |
| Annual return | 86.17% | 22.41%+63.8pp | 61.39%+24.8pp | 41.64%+44.5pp |
| Employer contribution / active EE | $604 | $1,655-63.5% | $2,504-75.9% | $2,551-76.3% |
| Participant deferral / active EE | $1,497 | $3,080-51.4% | $4,559-67.2% | $4,139-63.8% |
| Admin fee / account holder | $1,529 | $4,730-67.7% | $8,342-81.7% | $7,234-78.9% |