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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 | $41,457 | $110,410-62.5% | $102,437-59.5% | $145,897-71.6% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.5%-6.1pp | 80.3%-11.9pp |
| Annual return | 14.47% | 24.85%-10.4pp | 24.95%-10.5pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,868 | $4,217-55.7% | $3,871-51.7% | $4,663-59.9% |
| Participant deferral / active EE | $2,719 | $5,622-51.6% | $5,060-46.3% | $6,689-59.4% |
| Admin fee / account holder | $663 | $9,745-93.2% | $8,388-92.1% | $13,390-95.1% |