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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 | $32,250 | $117,895-72.6% | $102,460-68.5% | $145,897-77.9% |
| Participation rate | 54.2% | 78.6%-24.5pp | 76.5%-22.3pp | 80.3%-26.1pp |
| Annual return | 11.05% | 31.92%-20.9pp | 29.47%-18.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,851 | $3,619-48.9% | $3,025-38.8% | $4,663-60.3% |
| Participant deferral / active EE | $4,453 | $5,736-22.4% | $5,056-11.9% | $6,689-33.4% |
| Admin fee / account holder | $2,569 | $13,353-80.8% | $9,460-72.8% | $13,390-80.8% |