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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 | $40,755 | $77,638-47.5% | $156,551-74.0% | $62,881-35.2% |
| Participation rate | 59.6% | 71.2%-11.6pp | 84.0%-24.4pp | 69.3%-9.7pp |
| Annual return | 6.61% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $992 | $3,444-71.2% | $5,501-82.0% | $2,281-56.5% |
| Participant deferral / active EE | $1,785 | $3,046-41.4% | $4,871-63.4% | $3,203-44.3% |
| Admin fee / account holder | $2,635 | $5,561-52.6% | $13,028-79.8% | $4,296-38.7% |