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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 | $40,801 | $77,920-47.6% | $149,723-72.7% | $75,177-45.7% |
| Participation rate | 55.9% | 65.6%-9.7pp | 78.8%-22.9pp | 67.2%-11.3pp |
| Annual return | 15.98% | 31.72%-15.7pp | 134.50%-118.5pp | 160.75%-144.8pp |
| Employer contribution / active EE | $749 | $3,138-76.1% | $4,821-84.5% | $2,671-72.0% |
| Participant deferral / active EE | $1,270 | $3,411-62.8% | $5,682-77.6% | $4,126-69.2% |
| Admin fee / account holder | $1,734 | $5,951-70.9% | $13,215-86.9% | $5,651-69.3% |