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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 | $41,794 | $139,948-70.1% | $121,663-65.6% | $154,746-73.0% |
| Participation rate | 46.2% | 78.0%-31.9pp | 74.5%-28.3pp | 80.7%-34.5pp |
| Annual return | 13.22% | 230.52%-217.3pp | 147.54%-134.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $715 | $3,521-79.7% | $3,020-76.3% | $4,379-83.7% |
| Participant deferral / active EE | $2,458 | $5,629-56.3% | $4,887-49.7% | $6,730-63.5% |
| Admin fee / account holder | $784 | $17,321-95.5% | $14,289-94.5% | $14,365-94.5% |