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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 | $40,126 | $76,407-47.5% | $150,298-73.3% | $82,448-51.3% |
| Participation rate | 40.3% | 66.4%-26.1pp | 77.8%-37.4pp | 68.1%-27.7pp |
| Annual return | 16.09% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $472 | $2,614-81.9% | $4,154-88.6% | $2,551-81.5% |
| Participant deferral / active EE | $838 | $3,214-73.9% | $5,453-84.6% | $4,139-79.8% |
| Admin fee / account holder | $3,526 | $6,352-44.5% | $14,116-75.0% | $7,234-51.3% |