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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 | $42,600 | $88,672-52.0% | $105,223-59.5% | $82,448-48.3% |
| Participation rate | 59.3% | 67.9%-8.7pp | 75.0%-15.8pp | 68.1%-8.8pp |
| Annual return | 18.43% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,576 | $3,048-48.3% | $3,689-57.3% | $2,551-38.2% |
| Participant deferral / active EE | $3,243 | $4,036-19.7% | $5,072-36.1% | $4,139-21.7% |
| Admin fee / account holder | $1,443 | $7,146-79.8% | $8,859-83.7% | $7,234-80.1% |