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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 | $41,279 | $99,875-58.7% | $146,866-71.9% | $86,983-52.5% |
| Participation rate | 61.3% | 75.8%-14.5pp | 82.5%-21.2pp | 69.5%-8.3pp |
| Annual return | 20.29% | 28.10%-7.8pp | 102.85%-82.6pp | 25.83%-5.5pp |
| Employer contribution / active EE | $1,761 | $3,224-45.4% | $4,425-60.2% | $2,584-31.8% |
| Participant deferral / active EE | $3,087 | $6,322-51.2% | $7,759-60.2% | $4,194-26.4% |
| Admin fee / account holder | $1,086 | $7,838-86.1% | $13,620-92.0% | $7,856-86.2% |