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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 | $43,085 | $27,800+55.0% | $58,544-26.4% | $71,495-39.7% |
| Participation rate | 27.6% | 34.6%-7.0pp | 50.9%-23.2pp | 67.9%-40.3pp |
| Annual return | 15.04% | 26.80%-11.8pp | 4249.56%-4234.5pp | 28.85%-13.8pp |
| Employer contribution / active EE | $226 | $632-64.2% | $1,053-78.5% | $2,589-91.3% |
| Participant deferral / active EE | $1,204 | $1,208-0.4% | $1,923-37.4% | $4,291-72.0% |
| Admin fee / account holder | $1,635 | $1,637-0.1% | $2,520-35.1% | $1,588+3.0% |