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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 | $42,964 | $77,901-44.8% | $149,717-71.3% | $75,181-42.9% |
| Participation rate | 36.6% | 65.6%-29.0pp | 78.8%-42.2pp | 67.2%-30.6pp |
| Annual return | 19.31% | 31.73%-12.4pp | 134.41%-115.1pp | 160.69%-141.4pp |
| Employer contribution / active EE | $859 | $3,137-72.6% | $4,820-82.2% | $2,671-67.9% |
| Participant deferral / active EE | $1,492 | $3,411-56.3% | $5,682-73.7% | $4,126-63.8% |
| Admin fee / account holder | $604 | $5,949-89.8% | $13,213-95.4% | $5,650-89.3% |