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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 | $38,967 | $65,390-40.4% | $169,385-77.0% | $71,495-45.5% |
| Participation rate | 42.9% | 67.0%-24.1pp | 77.2%-34.3pp | 67.9%-25.1pp |
| Annual return | 19.42% | 21.31%-1.9pp | 405.82%-386.4pp | 28.85%-9.4pp |
| Employer contribution / active EE | $924 | $2,079-55.6% | $4,012-77.0% | $2,589-64.3% |
| Participant deferral / active EE | $2,738 | $4,367-37.3% | $6,221-56.0% | $4,291-36.2% |
| Admin fee / account holder | $1,686 | $1,324+27.3% | $9,011-81.3% | $1,588+6.2% |