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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 | $40,460 | $78,690-48.6% | $161,489-74.9% | $87,485-53.8% |
| Participation rate | 56.8% | 67.5%-10.6pp | 78.7%-21.9pp | 68.9%-12.1pp |
| Annual return | 20.34% | 32.74%-12.4pp | 89.72%-69.4pp | 26.06%-5.7pp |
| Employer contribution / active EE | $1,375 | $2,588-46.9% | $4,268-67.8% | $2,596-47.0% |
| Participant deferral / active EE | $2,988 | $3,311-9.7% | $5,630-46.9% | $4,274-30.1% |
| Admin fee / account holder | $604 | $6,724-91.0% | $16,006-96.2% | $7,775-92.2% |