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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 | $44,297 | $110,410-59.9% | $102,437-56.8% | $145,897-69.6% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 12.65% | 24.85%-12.2pp | 24.95%-12.3pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,181 | $4,217-48.3% | $3,871-43.7% | $4,663-53.2% |
| Participant deferral / active EE | $5,163 | $5,622-8.2% | $5,060+2.0% | $6,689-22.8% |
| Admin fee / account holder | $320 | $9,745-96.7% | $8,388-96.2% | $13,390-97.6% |