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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 | $37,241 | $90,486-58.8% | $78,676-52.7% | $273,972-86.4% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 7.07% | 75.62%-68.6pp | 62.19%-55.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $922 | $3,175-71.0% | $2,850-67.7% | $4,869-81.1% |
| Participant deferral / active EE | $1,708 | $3,901-56.2% | $3,517-51.4% | $5,287-67.7% |
| Admin fee / account holder | $4,978 | $5,263-5.4% | $4,510+10.4% | $10,133-50.9% |