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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 | $41,906 | $81,208-48.4% | $98,920-57.6% | $79,856-47.5% |
| Participation rate | 32.0% | 72.5%-40.5pp | 76.0%-44.0pp | 69.6%-37.6pp |
| Annual return | 17.29% | 60.99%-43.7pp | 196.47%-179.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $728 | $1,960-62.8% | $2,689-72.9% | $2,471-70.5% |
| Participant deferral / active EE | $2,336 | $3,265-28.4% | $4,245-45.0% | $3,741-37.5% |
| Admin fee / account holder | $599 | $6,013-90.0% | $6,643-91.0% | $5,306-88.7% |