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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 | $40,594 | $99,875-59.4% | $146,866-72.4% | $86,983-53.3% |
| Participation rate | 39.1% | 75.8%-36.7pp | 82.5%-43.4pp | 69.5%-30.4pp |
| Annual return | 16.14% | 28.10%-12.0pp | 102.85%-86.7pp | 25.83%-9.7pp |
| Employer contribution / active EE | $622 | $3,224-80.7% | $4,425-86.0% | $2,584-75.9% |
| Participant deferral / active EE | $3,047 | $6,322-51.8% | $7,759-60.7% | $4,194-27.3% |
| Admin fee / account holder | $2,299 | $7,838-70.7% | $13,620-83.1% | $7,856-70.7% |