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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 | $25,861 | $48,078-46.2% | $78,676-67.1% | $62,881-58.9% |
| Participation rate | 41.9% | 65.2%-23.3pp | 73.6%-31.7pp | 69.3%-27.4pp |
| Annual return | 6.39% | 31.36%-25.0pp | 62.19%-55.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $537 | $2,015-73.4% | $2,850-81.2% | $2,281-76.5% |
| Participant deferral / active EE | $1,400 | $2,587-45.9% | $3,517-60.2% | $3,203-56.3% |
| Admin fee / account holder | $833 | $3,206-74.0% | $4,510-81.5% | $4,296-80.6% |