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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 | $41,450 | $86,288-52.0% | $111,306-62.8% | $85,851-51.7% |
| Participation rate | 64.8% | 73.3%-8.5pp | 77.3%-12.5pp | 69.3%-4.5pp |
| Annual return | 13.76% | 19.99%-6.2pp | 54.67%-40.9pp | 318.63%-304.9pp |
| Employer contribution / active EE | $1,030 | $2,044-49.6% | $2,732-62.3% | $2,565-59.8% |
| Participant deferral / active EE | $4,234 | $3,641+16.3% | $4,488-5.7% | $3,952+7.1% |
| Admin fee / account holder | $1,191 | $8,189-85.5% | $7,966-85.1% | $6,261-81.0% |