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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 | $40,481 | $58,828-31.2% | $78,002-48.1% | $62,881-35.6% |
| Participation rate | 57.7% | 71.1%-13.4pp | 75.5%-17.8pp | 69.3%-11.6pp |
| Annual return | 9.21% | 17.16%-7.9pp | 425.99%-416.8pp | 20.14%-10.9pp |
| Employer contribution / active EE | $405 | $1,672-75.8% | $2,470-83.6% | $2,281-82.2% |
| Participant deferral / active EE | $1,203 | $2,686-55.2% | $3,497-65.6% | $3,203-62.4% |
| Admin fee / account holder | $1,122 | $4,393-74.5% | $5,481-79.5% | $4,296-73.9% |