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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 | $40,826 | $55,457-26.4% | $77,361-47.2% | $94,015-56.6% |
| Participation rate | 63.6% | 69.8%-6.2pp | 75.0%-11.3pp | 70.8%-7.2pp |
| Annual return | 12.99% | 15.57%-2.6pp | 1011.54%-998.5pp | 17.84%-4.9pp |
| Employer contribution / active EE | $935 | $2,255-58.5% | $2,990-68.7% | $2,790-66.5% |
| Participant deferral / active EE | $1,348 | $3,069-56.1% | $3,911-65.5% | $4,249-68.3% |
| Admin fee / account holder | $2,020 | $4,334-53.4% | $5,894-65.7% | $8,951-77.4% |