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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 | $41,269 | $79,449-48.1% | $189,575-78.2% | $85,847-51.9% |
| Participation rate | 40.5% | 66.0%-25.4pp | 78.4%-37.9pp | 69.3%-28.8pp |
| Annual return | 12.27% | 18.45%-6.2pp | 64.19%-51.9pp | 318.61%-306.3pp |
| Employer contribution / active EE | $411 | $2,081-80.2% | $4,412-90.7% | $2,565-84.0% |
| Participant deferral / active EE | $2,187 | $4,051-46.0% | $6,174-64.6% | $3,952-44.7% |
| Admin fee / account holder | $938 | $5,377-82.6% | $9,806-90.4% | $6,261-85.0% |