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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 | $42,760 | $81,358-47.4% | $155,556-72.5% | $80,959-47.2% |
| Participation rate | 40.8% | 66.3%-25.4pp | 78.2%-37.4pp | 67.7%-26.9pp |
| Annual return | 13.87% | 33.39%-19.5pp | 64.84%-51.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $872 | $3,106-71.9% | $4,675-81.4% | $2,757-68.4% |
| Participant deferral / active EE | $1,350 | $3,455-60.9% | $5,631-76.0% | $4,300-68.6% |
| Admin fee / account holder | $632 | $7,994-92.1% | $15,885-96.0% | $6,925-90.9% |