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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 | $42,841 | $117,895-63.7% | $102,460-58.2% | $145,897-70.6% |
| Participation rate | 61.5% | 78.6%-17.1pp | 76.5%-15.0pp | 80.3%-18.8pp |
| Annual return | 20.71% | 31.92%-11.2pp | 29.47%-8.8pp | 552.29%-531.6pp |
| Employer contribution / active EE | $1,325 | $3,619-63.4% | $3,025-56.2% | $4,663-71.6% |
| Participant deferral / active EE | $2,443 | $5,736-57.4% | $5,056-51.7% | $6,689-63.5% |
| Admin fee / account holder | $541 | $13,353-96.0% | $9,460-94.3% | $13,390-96.0% |