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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 | $45,437 | $101,063-55.0% | $81,473-44.2% | $147,586-69.2% |
| Participation rate | 69.2% | 74.5%-5.2pp | 68.0%+1.3pp | 82.8%-13.6pp |
| Annual return | 15.18% | 32.41%-17.2pp | 38.78%-23.6pp | 578.59%-563.4pp |
| Employer contribution / active EE | $276 | $3,206-91.4% | $2,568-89.3% | $4,876-94.3% |
| Participant deferral / active EE | $1,963 | $4,242-53.7% | $3,537-44.5% | $5,439-63.9% |
| Admin fee / account holder | $494 | $5,812-91.5% | $4,561-89.2% | $10,886-95.5% |