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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 | $41,207 | $232,540-82.3% | $185,117-77.7% | $147,586-72.1% |
| Participation rate | 68.2% | 82.4%-14.2pp | 77.3%-9.1pp | 82.8%-14.6pp |
| Annual return | 18.06% | 43.03%-25.0pp | 40.50%-22.4pp | 578.59%-560.5pp |
| Employer contribution / active EE | $986 | $5,195-81.0% | $4,182-76.4% | $4,876-79.8% |
| Participant deferral / active EE | $3,753 | $5,834-35.7% | $5,045-25.6% | $5,439-31.0% |
| Admin fee / account holder | $530 | $10,275-94.8% | $8,159-93.5% | $10,886-95.1% |