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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 | $40,902 | $44,746-8.6% | $88,179-53.6% | $64,097-36.2% |
| Participation rate | 15.6% | 39.8%-24.3pp | 69.1%-53.6pp | 55.2%-39.6pp |
| Annual return | 15.21% | 24.70%-9.5pp | 64.97%-49.8pp | 34.64%-19.4pp |
| Employer contribution / active EE | $426 | $1,078-60.4% | $2,549-83.3% | $1,891-77.5% |
| Participant deferral / active EE | $1,019 | $2,072-50.8% | $4,614-77.9% | $3,080-66.9% |
| Admin fee / account holder | $1,601 | $3,437-53.4% | $7,673-79.1% | $3,454-53.7% |