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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 | $41,332 | $211,224-80.4% | $178,505-76.8% | $145,897-71.7% |
| Participation rate | 54.5% | 80.8%-26.3pp | 77.1%-22.6pp | 80.3%-25.8pp |
| Annual return | 11.34% | 30.28%-18.9pp | 27.16%-15.8pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,648 | $4,577-64.0% | $3,955-58.3% | $4,663-64.7% |
| Participant deferral / active EE | $3,558 | $6,966-48.9% | $6,280-43.3% | $6,689-46.8% |
| Admin fee / account holder | $680 | $12,109-94.4% | $10,428-93.5% | $13,390-94.9% |