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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 | $37,258 | $110,410-66.3% | $102,437-63.6% | $145,897-74.5% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 11.59% | 24.85%-13.3pp | 24.95%-13.4pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,416 | $4,217-66.4% | $3,871-63.4% | $4,663-69.6% |
| Participant deferral / active EE | $7,765 | $5,622+38.1% | $5,060+53.5% | $6,689+16.1% |
| Admin fee / account holder | $592 | $9,745-93.9% | $8,388-92.9% | $13,390-95.6% |