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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 | $40,899 | $50,554-19.1% | $67,681-39.6% | $87,485-53.3% |
| Participation rate | 64.0% | 67.7%-3.7pp | 73.7%-9.7pp | 68.9%-4.9pp |
| Annual return | 12.70% | 17.81%-5.1pp | 590.58%-577.9pp | 26.06%-13.4pp |
| Employer contribution / active EE | $623 | $1,988-68.7% | $2,678-76.7% | $2,596-76.0% |
| Participant deferral / active EE | $2,638 | $2,961-10.9% | $3,976-33.6% | $4,274-38.3% |
| Admin fee / account holder | $871 | $4,132-78.9% | $6,100-85.7% | $7,775-88.8% |