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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 | $38,775 | $110,212-64.8% | $96,534-59.8% | $139,466-72.2% |
| Participation rate | 60.9% | 78.1%-17.2pp | 76.0%-15.1pp | 80.3%-19.5pp |
| Annual return | 18.74% | 26.42%-7.7pp | 25.88%-7.1pp | 373.66%-354.9pp |
| Employer contribution / active EE | $1,543 | $3,620-57.4% | $2,965-48.0% | $4,754-67.5% |
| Participant deferral / active EE | $2,644 | $5,547-52.3% | $4,851-45.5% | $6,712-60.6% |
| Admin fee / account holder | $805 | $11,599-93.1% | $8,253-90.3% | $11,409-92.9% |