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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 | $38,145 | $91,559-58.3% | $133,978-71.5% | $79,856-52.2% |
| Participation rate | 40.9% | 73.3%-32.5pp | 79.8%-39.0pp | 69.6%-28.8pp |
| Annual return | 16.70% | 61.85%-45.2pp | 45.10%-28.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,400 | $2,384-41.3% | $3,919-64.3% | $2,471-43.4% |
| Participant deferral / active EE | $2,678 | $3,734-28.3% | $5,047-46.9% | $3,741-28.4% |
| Admin fee / account holder | $1,339 | $6,321-78.8% | $8,930-85.0% | $5,306-74.8% |