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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 | $41,261 | $48,337-14.6% | $67,560-38.9% | $80,959-49.0% |
| Participation rate | 48.8% | 66.4%-17.6pp | 72.9%-24.1pp | 67.7%-18.8pp |
| Annual return | 14.36% | 18.26%-3.9pp | 3533.50%-3519.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $887 | $2,023-56.1% | $2,737-67.6% | $2,757-67.8% |
| Participant deferral / active EE | $2,907 | $2,928-0.7% | $4,004-27.4% | $4,300-32.4% |
| Admin fee / account holder | $545 | $3,695-85.3% | $3,994-86.4% | $6,925-92.1% |