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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 | $39,040 | $116,190-66.4% | $93,614-58.3% | $152,885-74.5% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.5%-15.8pp |
| Annual return | 20.23% | 35.96%-15.7pp | 32.76%-12.5pp | 345.39%-325.2pp |
| Employer contribution / active EE | $1,328 | $3,219-58.7% | $2,718-51.1% | $4,763-72.1% |
| Participant deferral / active EE | $1,834 | $4,604-60.2% | $4,069-54.9% | $5,851-68.7% |
| Admin fee / account holder | $600 | $10,749-94.4% | $7,889-92.4% | $11,598-94.8% |