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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 | $39,429 | $54,757-28.0% | $90,300-56.3% | $72,983-46.0% |
| Participation rate | 48.9% | 65.1%-16.3pp | 73.3%-24.4pp | 69.5%-20.6pp |
| Annual return | 20.50% | 30.63%-10.1pp | 78.11%-57.6pp | 81.01%-60.5pp |
| Employer contribution / active EE | $386 | $2,092-81.6% | $2,854-86.5% | $2,440-84.2% |
| Participant deferral / active EE | $1,341 | $2,887-53.5% | $3,884-65.5% | $3,608-62.8% |
| Admin fee / account holder | $1,585 | $3,972-60.1% | $5,353-70.4% | $5,124-69.1% |