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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 | $43,626 | $45,343-3.8% | $150,298-71.0% | $67,986-35.8% |
| Participation rate | 42.3% | 51.9%-9.6pp | 77.8%-35.5pp | 57.2%-14.9pp |
| Annual return | 15.22% | 33.28%-18.1pp | 62.79%-47.6pp | 31.67%-16.4pp |
| Employer contribution / active EE | $572 | $1,462-60.9% | $4,154-86.2% | $2,019-71.7% |
| Participant deferral / active EE | $1,740 | $2,055-15.3% | $5,453-68.1% | $3,358-48.2% |
| Admin fee / account holder | $1,256 | $2,250-44.2% | $14,116-91.1% | $3,203-60.8% |