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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 | $42,327 | $106,280-60.2% | $96,538-56.2% | $139,487-69.7% |
| Participation rate | 68.8% | 77.8%-9.1pp | 74.3%-5.6pp | 80.3%-11.6pp |
| Annual return | 18.49% | 38.48%-20.0pp | 35.74%-17.2pp | 373.84%-355.4pp |
| Employer contribution / active EE | $2,141 | $4,107-47.9% | $3,740-42.8% | $4,755-55.0% |
| Participant deferral / active EE | $10,167 | $5,457+86.3% | $4,880+108.3% | $6,713+51.5% |
| Admin fee / account holder | $363 | $7,888-95.4% | $6,737-94.6% | $11,407-96.8% |