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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 | $41,054 | $45,041-8.9% | $63,003-34.8% | $70,131-41.5% |
| Participation rate | 61.5% | 69.5%-8.0pp | 74.8%-13.3pp | 69.5%-8.0pp |
| Annual return | 14.02% | 18.76%-4.7pp | 87.59%-73.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $942 | $2,052-54.1% | $2,760-65.9% | $2,342-59.8% |
| Participant deferral / active EE | $2,194 | $2,465-11.0% | $3,329-34.1% | $3,332-34.1% |
| Admin fee / account holder | $381 | $2,836-86.6% | $3,600-89.4% | $4,645-91.8% |