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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 | $40,082 | $81,331-50.7% | $155,534-74.2% | $80,935-50.5% |
| Participation rate | 62.7% | 66.3%-3.6pp | 78.2%-15.6pp | 67.7%-5.0pp |
| Annual return | 11.41% | 33.37%-22.0pp | 64.92%-53.5pp | 35.66%-24.2pp |
| Employer contribution / active EE | $805 | $3,105-74.1% | $4,675-82.8% | $2,757-70.8% |
| Participant deferral / active EE | $1,881 | $3,454-45.5% | $5,630-66.6% | $4,299-56.2% |
| Admin fee / account holder | $14,508 | $7,999+81.4% | $15,900-8.8% | $6,924+109.5% |