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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 | $39,546 | $70,418-43.8% | $96,570-59.0% | $85,847-53.9% |
| Participation rate | 40.4% | 61.8%-21.5pp | 69.8%-29.5pp | 69.3%-29.0pp |
| Annual return | 17.62% | 18.59%-1.0pp | 37.79%-20.2pp | 318.61%-301.0pp |
| Employer contribution / active EE | $944 | $1,413-33.2% | $2,357-60.0% | $2,565-63.2% |
| Participant deferral / active EE | $2,192 | $2,894-24.2% | $3,849-43.0% | $3,952-44.5% |
| Admin fee / account holder | $6,612 | $4,995+32.4% | $6,182+7.0% | $6,261+5.6% |