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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 | $39,735 | $90,486-56.1% | $78,676-49.5% | $273,972-85.5% |
| Participation rate | 65.0% | 76.5%-11.5pp | 73.6%-8.6pp | 83.0%-18.0pp |
| Annual return | 12.60% | 75.62%-63.0pp | 62.19%-49.6pp | 41.46%-28.9pp |
| Employer contribution / active EE | $440 | $3,175-86.2% | $2,850-84.6% | $4,869-91.0% |
| Participant deferral / active EE | $2,377 | $3,901-39.1% | $3,517-32.4% | $5,287-55.0% |
| Admin fee / account holder | $788 | $5,263-85.0% | $4,510-82.5% | $10,133-92.2% |