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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 | $39,079 | $110,410-64.6% | $102,437-61.9% | $145,897-73.2% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 20.28% | 24.85%-4.6pp | 24.95%-4.7pp | 552.29%-532.0pp |
| Employer contribution / active EE | $1,909 | $4,217-54.7% | $3,871-50.7% | $4,663-59.1% |
| Participant deferral / active EE | $2,445 | $5,622-56.5% | $5,060-51.7% | $6,689-63.5% |
| Admin fee / account holder | $610 | $9,745-93.7% | $8,388-92.7% | $13,390-95.4% |