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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 | $40,906 | $63,703-35.8% | $93,063-56.0% | $82,448-50.4% |
| Participation rate | 51.9% | 63.8%-12.0pp | 72.1%-20.3pp | 68.1%-16.2pp |
| Annual return | 20.60% | -775.43%+796.0pp | 34.15%-13.6pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,241 | $1,729-28.2% | $2,476-49.9% | $2,551-51.3% |
| Participant deferral / active EE | $2,383 | $2,919-18.4% | $3,958-39.8% | $4,139-42.4% |
| Admin fee / account holder | $561 | $5,982-90.6% | $6,033-90.7% | $7,234-92.2% |