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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 | $41,066 | $76,407-46.3% | $150,298-72.7% | $82,448-50.2% |
| Participation rate | 14.6% | 66.4%-51.8pp | 77.8%-63.1pp | 68.1%-53.4pp |
| Annual return | 23.53% | 39.99%-16.5pp | 62.79%-39.3pp | 41.64%-18.1pp |
| Employer contribution / active EE | $427 | $2,614-83.7% | $4,154-89.7% | $2,551-83.3% |
| Participant deferral / active EE | $2,105 | $3,214-34.5% | $5,453-61.4% | $4,139-49.1% |
| Admin fee / account holder | $1,181 | $6,352-81.4% | $14,116-91.6% | $7,234-83.7% |