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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 | $42,026 | $45,123-6.9% | $85,240-50.7% | $74,478-43.6% |
| Participation rate | 17.4% | 49.4%-32.0pp | 67.5%-50.1pp | 67.2%-49.8pp |
| Annual return | 16.80% | 26.32%-9.5pp | 66.75%-50.0pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $411 | $1,459-71.8% | $2,735-85.0% | $2,626-84.3% |
| Participant deferral / active EE | $881 | $2,736-67.8% | $4,527-80.5% | $4,350-79.8% |
| Admin fee / account holder | $1,956 | $2,215-11.7% | $6,165-68.3% | $1,946+0.5% |