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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 | $40,796 | $114,013-64.2% | $103,693-60.7% | $155,188-73.7% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.8pp | 80.8%-37.9pp |
| Annual return | 16.04% | 49.31%-33.3pp | 47.61%-31.6pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,240 | $3,131-60.4% | $2,920-57.6% | $4,248-70.8% |
| Participant deferral / active EE | $3,805 | $4,970-23.4% | $4,579-16.9% | $6,531-41.7% |
| Admin fee / account holder | $10,068 | $8,407+19.8% | $7,858+28.1% | $14,480-30.5% |