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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 | $43,387 | $114,013-61.9% | $103,693-58.2% | $155,188-72.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 19.34% | 49.31%-30.0pp | 47.61%-28.3pp | 148.84%-129.5pp |
| Employer contribution / active EE | $983 | $3,131-68.6% | $2,920-66.3% | $4,248-76.9% |
| Participant deferral / active EE | $3,166 | $4,970-36.3% | $4,579-30.9% | $6,531-51.5% |
| Admin fee / account holder | $696 | $8,407-91.7% | $7,858-91.1% | $14,480-95.2% |