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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 | $41,329 | $100,262-58.8% | $81,370-49.2% | $145,897-71.7% |
| Participation rate | 58.3% | 74.3%-15.9pp | 69.5%-11.2pp | 80.3%-22.0pp |
| Annual return | 13.57% | 34.52%-21.0pp | 24.85%-11.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $555 | $2,979-81.4% | $2,464-77.5% | $4,663-88.1% |
| Participant deferral / active EE | $2,702 | $4,612-41.4% | $3,885-30.5% | $6,689-59.6% |
| Admin fee / account holder | $3,025 | $8,163-62.9% | $5,749-47.4% | $13,390-77.4% |