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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 | $41,442 | $106,267-61.0% | $96,520-57.1% | $139,456-70.3% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.3%-9.1pp | 80.3%-15.1pp |
| Annual return | 19.96% | 38.45%-18.5pp | 35.72%-15.8pp | 373.45%-353.5pp |
| Employer contribution / active EE | $1,588 | $4,105-61.3% | $3,739-57.5% | $4,753-66.6% |
| Participant deferral / active EE | $4,303 | $5,454-21.1% | $4,879-11.8% | $6,711-35.9% |
| Admin fee / account holder | $306 | $7,882-96.1% | $6,733-95.4% | $11,407-97.3% |