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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 | $41,523 | $110,379-62.4% | $102,412-59.5% | $145,884-71.5% |
| Participation rate | 26.3% | 77.9%-51.6pp | 74.5%-48.2pp | 80.3%-54.0pp |
| Annual return | 9.50% | 24.84%-15.3pp | 24.94%-15.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,358 | $4,216-67.8% | $3,870-64.9% | $4,662-70.9% |
| Participant deferral / active EE | $3,089 | $5,622-45.1% | $5,060-39.0% | $6,690-53.8% |
| Admin fee / account holder | $3,406 | $9,745-65.1% | $8,388-59.4% | $13,392-74.6% |