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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 | $211,239-80.4% | $178,528-76.8% | $145,877-71.7% |
| Participation rate | 54.5% | 80.8%-26.3pp | 77.1%-22.6pp | 80.3%-25.8pp |
| Annual return | 11.34% | 30.22%-18.9pp | 27.11%-15.8pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,648 | $4,570-63.9% | $3,950-58.3% | $4,663-64.7% |
| Participant deferral / active EE | $3,558 | $6,963-48.9% | $6,278-43.3% | $6,691-46.8% |
| Admin fee / account holder | $680 | $12,095-94.4% | $10,419-93.5% | $13,402-94.9% |