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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 | $43,808 | $104,664-58.1% | $85,693-48.9% | $167,518-73.8% |
| Participation rate | 57.9% | 76.4%-18.5pp | 69.9%-12.0pp | 82.1%-24.2pp |
| Annual return | 15.08% | 21.45%-6.4pp | 21.49%-6.4pp | 478.71%-463.6pp |
| Employer contribution / active EE | $1,470 | $3,337-55.9% | $2,618-43.8% | $4,838-69.6% |
| Participant deferral / active EE | $2,392 | $4,824-50.4% | $3,923-39.0% | $6,342-62.3% |
| Admin fee / account holder | $945 | $10,032-90.6% | $6,874-86.3% | $12,312-92.3% |