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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 | $38,906 | $45,266-14.0% | $103,693-62.5% | $65,306-40.4% |
| Participation rate | 35.8% | 53.3%-17.5pp | 72.6%-36.8pp | 57.7%-21.9pp |
| Annual return | 12.96% | 25.10%-12.1pp | 47.61%-34.6pp | 21.94%-9.0pp |
| Employer contribution / active EE | $920 | $1,765-47.9% | $2,920-68.5% | $1,967-53.2% |
| Participant deferral / active EE | $1,124 | $2,099-46.4% | $4,579-75.4% | $2,959-62.0% |
| Admin fee / account holder | $18,008 | $3,221+459.0% | $7,858+129.2% | $3,480+417.5% |