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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 | $47,481 | $117,904-59.7% | $102,457-53.7% | $145,978-67.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 16.53% | 31.80%-15.3pp | 29.41%-12.9pp | 550.52%-534.0pp |
| Employer contribution / active EE | $1,980 | $3,613-45.2% | $3,022-34.5% | $4,662-57.5% |
| Participant deferral / active EE | $2,743 | $5,733-52.2% | $5,054-45.7% | $6,690-59.0% |
| Admin fee / account holder | $373 | $13,329-97.2% | $9,451-96.0% | $13,400-97.2% |