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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 | $40,544 | $61,816-34.4% | $97,260-58.3% | $80,935-49.9% |
| Participation rate | 37.7% | 63.5%-25.8pp | 72.7%-35.0pp | 67.7%-30.0pp |
| Annual return | 17.97% | -558.73%+576.7pp | 75.54%-57.6pp | 35.66%-17.7pp |
| Employer contribution / active EE | $1,356 | $1,836-26.2% | $2,721-50.2% | $2,757-50.8% |
| Participant deferral / active EE | $3,808 | $3,027+25.8% | $4,262-10.6% | $4,299-11.4% |
| Admin fee / account holder | $591 | $5,166-88.6% | $5,640-89.5% | $6,924-91.5% |