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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 | $41,453 | $67,823-38.9% | $52,425-20.9% | $137,256-69.8% |
| Participation rate | 30.0% | 63.9%-33.9pp | 55.6%-25.6pp | 80.0%-50.0pp |
| Annual return | 12.90% | 219.11%-206.2pp | 302.12%-289.2pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,414 | $1,163+107.5% | $914+164.0% | $4,156-41.9% |
| Participant deferral / active EE | $4,138 | $2,288+80.8% | $1,790+131.1% | $6,407-35.4% |
| Admin fee / account holder | $2,887 | $2,844+1.5% | $2,495+15.7% | $12,270-76.5% |