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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 | $41,470 | $77,908-46.8% | $149,696-72.3% | $75,173-44.8% |
| Participation rate | 44.1% | 65.6%-21.5pp | 78.8%-34.7pp | 67.2%-23.1pp |
| Annual return | 21.36% | 31.73%-10.4pp | 134.46%-113.1pp | 160.72%-139.4pp |
| Employer contribution / active EE | $765 | $3,138-75.6% | $4,821-84.1% | $2,671-71.4% |
| Participant deferral / active EE | $1,470 | $3,411-56.9% | $5,682-74.1% | $4,126-64.4% |
| Admin fee / account holder | $1,085 | $5,950-81.8% | $13,212-91.8% | $5,651-80.8% |