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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 | $43,577 | $91,559-52.4% | $133,959-67.5% | $79,858-45.4% |
| Participation rate | 65.6% | 73.3%-7.7pp | 79.8%-14.2pp | 69.6%-4.0pp |
| Annual return | 16.59% | 61.85%-45.3pp | 45.09%-28.5pp | 31.72%-15.1pp |
| Employer contribution / active EE | $735 | $2,384-69.2% | $3,919-81.3% | $2,471-70.3% |
| Participant deferral / active EE | $2,035 | $3,734-45.5% | $5,047-59.7% | $3,740-45.6% |
| Admin fee / account holder | $1,362 | $6,321-78.4% | $8,928-84.7% | $5,306-74.3% |