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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 | $40,455 | $76,407-47.1% | $150,298-73.1% | $82,448-50.9% |
| Participation rate | 33.3% | 66.4%-33.1pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 18.47% | 39.99%-21.5pp | 62.79%-44.3pp | 41.64%-23.2pp |
| Employer contribution / active EE | $700 | $2,614-73.2% | $4,154-83.1% | $2,551-72.6% |
| Participant deferral / active EE | $1,777 | $3,214-44.7% | $5,453-67.4% | $4,139-57.1% |
| Admin fee / account holder | $1,142 | $6,352-82.0% | $14,116-91.9% | $7,234-84.2% |