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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 | $37,026 | $45,041-17.8% | $63,003-41.2% | $70,131-47.2% |
| Participation rate | 52.6% | 69.5%-17.0pp | 74.8%-22.2pp | 69.5%-17.0pp |
| Annual return | 16.27% | 18.76%-2.5pp | 87.59%-71.3pp | 73.14%-56.9pp |
| Employer contribution / active EE | $697 | $2,052-66.0% | $2,760-74.7% | $2,342-70.2% |
| Participant deferral / active EE | $2,962 | $2,465+20.1% | $3,329-11.0% | $3,332-11.1% |
| Admin fee / account holder | $411 | $2,836-85.5% | $3,600-88.6% | $4,645-91.1% |