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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 | $41,260 | $54,757-24.6% | $90,300-54.3% | $72,983-43.5% |
| Participation rate | 44.0% | 65.1%-21.1pp | 73.3%-29.3pp | 69.5%-25.5pp |
| Annual return | 26.07% | 30.63%-4.6pp | 78.11%-52.0pp | 81.01%-54.9pp |
| Employer contribution / active EE | $432 | $2,092-79.3% | $2,854-84.9% | $2,440-82.3% |
| Participant deferral / active EE | $2,388 | $2,887-17.3% | $3,884-38.5% | $3,608-33.8% |
| Admin fee / account holder | $646 | $3,972-83.7% | $5,353-87.9% | $5,124-87.4% |