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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 | $40,899 | $62,672-34.7% | $185,117-77.9% | $70,126-41.7% |
| Participation rate | 35.9% | 63.8%-27.9pp | 77.3%-41.4pp | 69.5%-33.6pp |
| Annual return | 14.11% | 40.79%-26.7pp | 40.50%-26.4pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,099 | $1,753-37.3% | $4,182-73.7% | $2,343-53.1% |
| Participant deferral / active EE | $1,777 | $3,272-45.7% | $5,045-64.8% | $3,332-46.7% |
| Admin fee / account holder | $7,074 | $3,932+79.9% | $8,159-13.3% | $4,645+52.3% |