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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 | $36,522 | $78,690-53.6% | $161,489-77.4% | $87,485-58.3% |
| Participation rate | 47.2% | 67.5%-20.3pp | 78.7%-31.5pp | 68.9%-21.8pp |
| Annual return | 15.08% | 32.74%-17.7pp | 89.72%-74.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $902 | $2,588-65.1% | $4,268-78.9% | $2,596-65.3% |
| Participant deferral / active EE | $2,217 | $3,311-33.0% | $5,630-60.6% | $4,274-48.1% |
| Admin fee / account holder | $1,046 | $6,724-84.4% | $16,006-93.5% | $7,775-86.5% |