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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 | $62,147 | $117,895-47.3% | $102,460-39.3% | $145,897-57.4% |
| Participation rate | 42.1% | 78.6%-36.5pp | 76.5%-34.4pp | 80.3%-38.2pp |
| Annual return | 11.57% | 31.92%-20.4pp | 29.47%-17.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,198 | $3,619-39.3% | $3,025-27.3% | $4,663-52.8% |
| Participant deferral / active EE | $4,248 | $5,736-25.9% | $5,056-16.0% | $6,689-36.5% |
| Admin fee / account holder | $1,019 | $13,353-92.4% | $9,460-89.2% | $13,390-92.4% |