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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 | $35,050 | $63,861-45.1% | $104,639-66.5% | $79,856-56.1% |
| Participation rate | 43.9% | 64.9%-21.0pp | 74.1%-30.2pp | 69.6%-25.8pp |
| Annual return | 15.48% | 21.30%-5.8pp | 340.67%-325.2pp | 31.71%-16.2pp |
| Employer contribution / active EE | $971 | $1,588-38.9% | $2,682-63.8% | $2,471-60.7% |
| Participant deferral / active EE | $1,776 | $2,693-34.0% | $3,738-52.5% | $3,741-52.5% |
| Admin fee / account holder | $1,704 | $4,185-59.3% | $6,465-73.7% | $5,306-67.9% |