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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 | $45,782 | $103,392-55.7% | $87,104-47.4% | $152,897-70.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 12.06% | 28.10%-16.0pp | 28.19%-16.1pp | 345.43%-333.4pp |
| Employer contribution / active EE | $2,400 | $3,221-25.5% | $2,521-4.8% | $4,764-49.6% |
| Participant deferral / active EE | $2,700 | $4,778-43.5% | $4,048-33.3% | $5,851-53.9% |
| Admin fee / account holder | $765 | $12,194-93.7% | $7,491-89.8% | $11,599-93.4% |