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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 | $40,420 | $81,358-50.3% | $155,556-74.0% | $80,959-50.1% |
| Participation rate | 40.0% | 66.3%-26.3pp | 78.2%-38.2pp | 67.7%-27.7pp |
| Annual return | 17.55% | 33.39%-15.8pp | 64.84%-47.3pp | 35.67%-18.1pp |
| Employer contribution / active EE | $706 | $3,106-77.3% | $4,675-84.9% | $2,757-74.4% |
| Participant deferral / active EE | $1,954 | $3,455-43.5% | $5,631-65.3% | $4,300-54.6% |
| Admin fee / account holder | $3,291 | $7,994-58.8% | $15,885-79.3% | $6,925-52.5% |