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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 | $63,354-35.4% | $94,105-56.5% | $82,637-50.5% |
| Participation rate | 51.9% | 63.8%-12.0pp | 71.9%-20.1pp | 68.1%-16.2pp |
| Annual return | 20.60% | 34.36%-13.8pp | 204.55%-184.0pp | 53.51%-32.9pp |
| Employer contribution / active EE | $1,241 | $1,760-29.4% | $2,504-50.4% | $2,552-51.4% |
| Participant deferral / active EE | $2,383 | $2,873-17.1% | $3,881-38.6% | $4,126-42.3% |
| Admin fee / account holder | $561 | $5,073-88.9% | $6,199-91.0% | $7,339-92.4% |