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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 | $40,554 | $91,760-55.8% | $156,181-74.0% | $67,986-40.3% |
| Participation rate | 46.9% | 65.0%-18.2pp | 78.8%-32.0pp | 57.2%-10.4pp |
| Annual return | 13.67% | 18.14%-4.5pp | 64.87%-51.2pp | 31.67%-18.0pp |
| Employer contribution / active EE | $650 | $2,419-73.1% | $4,294-84.9% | $2,019-67.8% |
| Participant deferral / active EE | $2,497 | $3,960-36.9% | $6,132-59.3% | $3,358-25.6% |
| Admin fee / account holder | $1,893 | $3,949-52.1% | $14,586-87.0% | $3,203-40.9% |