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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 | $41,738 | $101,618-58.9% | $93,063-55.2% | $137,256-69.6% |
| Participation rate | 37.5% | 74.9%-37.4pp | 72.1%-34.6pp | 80.0%-42.5pp |
| Annual return | 19.56% | 223.95%-204.4pp | 34.15%-14.6pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,454 | $2,707-46.3% | $2,476-41.3% | $4,156-65.0% |
| Participant deferral / active EE | $2,940 | $4,279-31.3% | $3,958-25.7% | $6,407-54.1% |
| Admin fee / account holder | $700 | $6,198-88.7% | $6,033-88.4% | $12,270-94.3% |