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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 | $41,843 | $110,379-62.1% | $102,412-59.1% | $145,884-71.3% |
| Participation rate | 52.4% | 77.9%-25.5pp | 74.5%-22.1pp | 80.3%-27.9pp |
| Annual return | 15.42% | 24.84%-9.4pp | 24.94%-9.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,366 | $4,216-67.6% | $3,870-64.7% | $4,662-70.7% |
| Participant deferral / active EE | $3,760 | $5,622-33.1% | $5,060-25.7% | $6,690-43.8% |
| Admin fee / account holder | $414 | $9,745-95.8% | $8,388-95.1% | $13,392-96.9% |