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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 | $41,014 | $48,327-15.1% | $67,575-39.3% | $80,935-49.3% |
| Participation rate | 56.3% | 66.4%-10.2pp | 72.9%-16.7pp | 67.7%-11.4pp |
| Annual return | 14.40% | 18.31%-3.9pp | 3528.98%-3514.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,030 | $2,022-49.1% | $2,736-62.4% | $2,757-62.6% |
| Participant deferral / active EE | $3,295 | $2,927+12.6% | $4,003-17.7% | $4,299-23.4% |
| Admin fee / account holder | $1,338 | $3,692-63.8% | $3,993-66.5% | $6,924-80.7% |