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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 | $40,928 | $84,953-51.8% | $163,379-74.9% | $82,637-50.5% |
| Participation rate | 40.0% | 65.9%-25.9pp | 76.8%-36.8pp | 68.1%-28.1pp |
| Annual return | 15.04% | 23.07%-8.0pp | 63.41%-48.4pp | 53.51%-38.5pp |
| Employer contribution / active EE | $780 | $2,183-64.3% | $3,752-79.2% | $2,552-69.5% |
| Participant deferral / active EE | $1,862 | $4,326-57.0% | $6,282-70.4% | $4,126-54.9% |
| Admin fee / account holder | $2,271 | $7,921-71.3% | $9,818-76.9% | $7,339-69.1% |