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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 | $42,624 | $90,400-52.8% | $186,193-77.1% | $87,485-51.3% |
| Participation rate | 57.7% | 66.2%-8.5pp | 77.1%-19.4pp | 68.9%-11.2pp |
| Annual return | 17.49% | 22.15%-4.7pp | 78.03%-60.5pp | 26.06%-8.6pp |
| Employer contribution / active EE | $856 | $2,170-60.5% | $3,918-78.1% | $2,596-67.0% |
| Participant deferral / active EE | $1,999 | $4,330-53.8% | $6,513-69.3% | $4,274-53.2% |
| Admin fee / account holder | $4,469 | $8,673-48.5% | $11,058-59.6% | $7,775-42.5% |