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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 | $40,183 | $60,442-33.5% | $96,754-58.5% | $87,485-54.1% |
| Participation rate | 39.3% | 58.7%-19.4pp | 70.3%-31.0pp | 68.9%-29.6pp |
| Annual return | 13.47% | 21.97%-8.5pp | 82.04%-68.6pp | 26.06%-12.6pp |
| Employer contribution / active EE | $472 | $1,691-72.1% | $2,679-82.4% | $2,596-81.8% |
| Participant deferral / active EE | $6,338 | $3,280+93.2% | $4,758+33.2% | $4,274+48.3% |
| Admin fee / account holder | $10,319 | $5,069+103.6% | $8,905+15.9% | $7,775+32.7% |