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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 | $45,393 | $78,425-42.1% | $95,956-52.7% | $79,858-43.2% |
| Participation rate | 57.4% | 73.5%-16.0pp | 77.1%-19.6pp | 69.6%-12.2pp |
| Annual return | 18.13% | 19.37%-1.2pp | 91.63%-73.5pp | 31.72%-13.6pp |
| Employer contribution / active EE | $802 | $1,945-58.8% | $2,541-68.4% | $2,471-67.5% |
| Participant deferral / active EE | $1,786 | $3,440-48.1% | $4,167-57.1% | $3,740-52.3% |
| Admin fee / account holder | $518 | $5,622-90.8% | $6,797-92.4% | $5,306-90.2% |