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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 | $58,779 | $99,994-41.2% | $146,643-59.9% | $85,847-31.5% |
| Participation rate | 42.3% | 73.1%-30.8pp | 80.1%-37.8pp | 69.3%-27.0pp |
| Annual return | 14.20% | 18.93%-4.7pp | 22.75%-8.6pp | 318.61%-304.4pp |
| Employer contribution / active EE | $1,395 | $2,559-45.5% | $4,137-66.3% | $2,565-45.6% |
| Participant deferral / active EE | $2,745 | $4,006-31.5% | $5,506-50.2% | $3,952-30.6% |
| Admin fee / account holder | $1,494 | $7,703-80.6% | $10,280-85.5% | $6,261-76.1% |