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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 | $42,186 | $232,540-81.9% | $185,117-77.2% | $147,586-71.4% |
| Participation rate | 45.5% | 82.4%-36.9pp | 77.3%-31.8pp | 82.8%-37.4pp |
| Annual return | 23.60% | 43.03%-19.4pp | 40.50%-16.9pp | 578.59%-555.0pp |
| Employer contribution / active EE | $1,438 | $5,195-72.3% | $4,182-65.6% | $4,876-70.5% |
| Participant deferral / active EE | $4,275 | $5,834-26.7% | $5,045-15.3% | $5,439-21.4% |
| Admin fee / account holder | $6,760 | $10,275-34.2% | $8,159-17.2% | $10,886-37.9% |