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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 | $40,522 | $63,861-36.5% | $104,625-61.3% | $79,852-49.3% |
| Participation rate | 36.7% | 64.9%-28.2pp | 74.1%-37.3pp | 69.6%-32.9pp |
| Annual return | 11.71% | 21.30%-9.6pp | 340.60%-328.9pp | 31.72%-20.0pp |
| Employer contribution / active EE | $813 | $1,588-48.8% | $2,681-69.7% | $2,471-67.1% |
| Participant deferral / active EE | $1,639 | $2,693-39.2% | $3,738-56.2% | $3,740-56.2% |
| Admin fee / account holder | $1,403 | $4,185-66.5% | $6,465-78.3% | $5,306-73.6% |