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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 | $40,175 | $47,944-16.2% | $67,834-40.8% | $62,881-36.1% |
| Participation rate | 36.2% | 61.1%-24.8pp | 68.8%-32.6pp | 69.3%-33.1pp |
| Annual return | 8.13% | 11.77%-3.6pp | 138.47%-130.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $710 | $1,562-54.5% | $2,403-70.4% | $2,281-68.9% |
| Participant deferral / active EE | $1,429 | $2,247-36.4% | $3,160-54.8% | $3,203-55.4% |
| Admin fee / account holder | $2,772 | $3,712-25.3% | $4,622-40.0% | $4,296-35.5% |