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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 | $44,831 | $101,618-55.9% | $93,063-51.8% | $137,256-67.3% |
| Participation rate | 40.0% | 74.9%-34.9pp | 72.1%-32.1pp | 80.0%-40.0pp |
| Annual return | 19.58% | 223.95%-204.4pp | 34.15%-14.6pp | 220.34%-200.8pp |
| Employer contribution / active EE | $656 | $2,707-75.8% | $2,476-73.5% | $4,156-84.2% |
| Participant deferral / active EE | $4,177 | $4,279-2.4% | $3,958+5.5% | $6,407-34.8% |
| Admin fee / account holder | $2,682 | $6,198-56.7% | $6,033-55.5% | $12,270-78.1% |