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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 | $41,707 | $91,559-54.4% | $133,971-68.9% | $79,852-47.8% |
| Participation rate | 43.8% | 73.3%-29.5pp | 79.8%-36.0pp | 69.6%-25.8pp |
| Annual return | 21.33% | 61.85%-40.5pp | 45.09%-23.8pp | 31.72%-10.4pp |
| Employer contribution / active EE | $1,122 | $2,384-52.9% | $3,919-71.4% | $2,471-54.6% |
| Participant deferral / active EE | $2,698 | $3,734-27.7% | $5,047-46.5% | $3,740-27.9% |
| Admin fee / account holder | $1,113 | $6,321-82.4% | $8,929-87.5% | $5,306-79.0% |