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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 | $40,445 | $78,428-48.4% | $95,960-57.9% | $79,852-49.4% |
| Participation rate | 43.8% | 73.5%-29.7pp | 77.1%-33.3pp | 69.6%-25.9pp |
| Annual return | 23.51% | 19.37%+4.1pp | 91.63%-68.1pp | 31.72%-8.2pp |
| Employer contribution / active EE | $883 | $1,945-54.6% | $2,541-65.2% | $2,471-64.3% |
| Participant deferral / active EE | $1,734 | $3,440-49.6% | $4,167-58.4% | $3,740-53.7% |
| Admin fee / account holder | $350 | $5,622-93.8% | $6,797-94.8% | $5,306-93.4% |