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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 | $41,529 | $45,626-9.0% | $94,105-55.9% | $64,097-35.2% |
| Participation rate | 44.1% | 48.0%-3.9pp | 71.9%-27.9pp | 55.2%-11.1pp |
| Annual return | 15.71% | 28.23%-12.5pp | 204.55%-188.8pp | 34.64%-18.9pp |
| Employer contribution / active EE | $777 | $1,171-33.6% | $2,504-69.0% | $1,891-58.9% |
| Participant deferral / active EE | $1,423 | $2,128-33.1% | $3,881-63.3% | $3,080-53.8% |
| Admin fee / account holder | $2,726 | $2,872-5.1% | $6,199-56.0% | $3,454-21.1% |