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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 | $39,740 | $84,236-52.8% | $170,435-76.7% | $70,126-43.3% |
| Participation rate | 42.5% | 70.8%-28.4pp | 83.6%-41.1pp | 69.5%-27.1pp |
| Annual return | 17.08% | 23.06%-6.0pp | 205.94%-188.9pp | 73.15%-56.1pp |
| Employer contribution / active EE | $685 | $3,387-79.8% | $5,432-87.4% | $2,343-70.8% |
| Participant deferral / active EE | $1,359 | $3,086-56.0% | $4,939-72.5% | $3,332-59.2% |
| Admin fee / account holder | $2,704 | $5,698-52.5% | $13,881-80.5% | $4,645-41.8% |