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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 | $41,342 | $77,908-46.9% | $149,696-72.4% | $75,173-45.0% |
| Participation rate | 64.4% | 65.6%-1.2pp | 78.8%-14.4pp | 67.2%-2.8pp |
| Annual return | 15.58% | 31.73%-16.1pp | 134.46%-118.9pp | 160.72%-145.1pp |
| Employer contribution / active EE | $795 | $3,138-74.7% | $4,821-83.5% | $2,671-70.2% |
| Participant deferral / active EE | $2,378 | $3,411-30.3% | $5,682-58.1% | $4,126-42.4% |
| Admin fee / account holder | $1,503 | $5,950-74.7% | $13,212-88.6% | $5,651-73.4% |