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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 | $40,208 | $50,554-20.5% | $67,681-40.6% | $87,485-54.0% |
| Participation rate | 50.0% | 67.7%-17.7pp | 73.7%-23.7pp | 68.9%-18.9pp |
| Annual return | 14.53% | 17.81%-3.3pp | 590.58%-576.1pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,251 | $1,988-37.1% | $2,678-53.3% | $2,596-51.8% |
| Participant deferral / active EE | $2,579 | $2,961-12.9% | $3,976-35.1% | $4,274-39.6% |
| Admin fee / account holder | $574 | $4,132-86.1% | $6,100-90.6% | $7,775-92.6% |