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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 | $40,600 | $54,757-25.9% | $90,300-55.0% | $72,983-44.4% |
| Participation rate | 40.0% | 65.1%-25.1pp | 73.3%-33.3pp | 69.5%-29.5pp |
| Annual return | 85.83% | 30.63%+55.2pp | 78.11%+7.7pp | 81.01%+4.8pp |
| Employer contribution / active EE | $740 | $2,092-64.6% | $2,854-74.1% | $2,440-69.7% |
| Participant deferral / active EE | $1,615 | $2,887-44.0% | $3,884-58.4% | $3,608-55.2% |
| Admin fee / account holder | $1,761 | $3,972-55.7% | $5,353-67.1% | $5,124-65.6% |