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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 | $40,761 | $108,882-62.6% | $96,754-57.9% | $154,746-73.7% |
| Participation rate | 53.3% | 75.1%-21.7pp | 70.3%-16.9pp | 80.7%-27.4pp |
| Annual return | 14.47% | 98.39%-83.9pp | 82.04%-67.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $767 | $3,018-74.6% | $2,679-71.4% | $4,379-82.5% |
| Participant deferral / active EE | $2,565 | $5,323-51.8% | $4,758-46.1% | $6,730-61.9% |
| Admin fee / account holder | $2,059 | $10,200-79.8% | $8,905-76.9% | $14,365-85.7% |