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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 | $40,299 | $53,128-24.1% | $86,581-53.5% | $70,124-42.5% |
| Participation rate | 35.1% | 65.3%-30.3pp | 73.5%-38.5pp | 69.5%-34.5pp |
| Annual return | 17.21% | 27.66%-10.5pp | 965.06%-947.9pp | 73.14%-55.9pp |
| Employer contribution / active EE | $916 | $2,068-55.7% | $2,840-67.7% | $2,342-60.9% |
| Participant deferral / active EE | $1,929 | $2,695-28.4% | $3,609-46.6% | $3,332-42.1% |
| Admin fee / account holder | $555 | $3,584-84.5% | $4,904-88.7% | $4,645-88.1% |