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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 | $40,624 | $54,541-25.5% | $78,778-48.4% | $70,126-42.1% |
| Participation rate | 41.5% | 60.8%-19.3pp | 69.2%-27.7pp | 69.5%-28.1pp |
| Annual return | 16.43% | 21.07%-4.6pp | 35.62%-19.2pp | 73.15%-56.7pp |
| Employer contribution / active EE | $424 | $1,089-61.1% | $1,986-78.7% | $2,343-81.9% |
| Participant deferral / active EE | $1,736 | $2,210-21.5% | $2,958-41.3% | $3,332-47.9% |
| Admin fee / account holder | $843 | $3,709-77.3% | $5,134-83.6% | $4,645-81.8% |