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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 | $39,453 | $78,425-49.7% | $95,956-58.9% | $79,858-50.6% |
| Participation rate | 55.4% | 73.5%-18.1pp | 77.1%-21.7pp | 69.6%-14.3pp |
| Annual return | 13.62% | 19.37%-5.7pp | 91.63%-78.0pp | 31.72%-18.1pp |
| Employer contribution / active EE | $838 | $1,945-56.9% | $2,541-67.0% | $2,471-66.1% |
| Participant deferral / active EE | $1,868 | $3,440-45.7% | $4,167-55.2% | $3,740-50.0% |
| Admin fee / account holder | $2,460 | $5,622-56.3% | $6,797-63.8% | $5,306-53.6% |