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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 | $38,272 | $77,638-50.7% | $156,551-75.6% | $62,881-39.1% |
| Participation rate | 58.1% | 71.2%-13.1pp | 84.0%-25.9pp | 69.3%-11.2pp |
| Annual return | 6.43% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $417 | $3,444-87.9% | $5,501-92.4% | $2,281-81.7% |
| Participant deferral / active EE | $3,611 | $3,046+18.6% | $4,871-25.9% | $3,203+12.7% |
| Admin fee / account holder | $397 | $5,561-92.9% | $13,028-97.0% | $4,296-90.8% |