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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 | $41,945 | $65,367-35.8% | $92,915-54.9% | $72,976-42.5% |
| Participation rate | 33.3% | 68.3%-35.0pp | 76.0%-42.7pp | 69.5%-36.2pp |
| Annual return | 18.87% | 42.11%-23.2pp | 109.45%-90.6pp | 81.02%-62.1pp |
| Employer contribution / active EE | $739 | $2,594-71.5% | $3,653-79.8% | $2,440-69.7% |
| Participant deferral / active EE | $1,630 | $3,128-47.9% | $4,238-61.5% | $3,608-54.8% |
| Admin fee / account holder | $5,620 | $4,251+32.2% | $5,796-3.0% | $5,124+9.7% |