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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 | $47,951 | $103,393-53.6% | $87,103-44.9% | $152,909-68.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 26.62% | 28.10%-1.5pp | 28.19%-1.6pp | 345.46%-318.8pp |
| Employer contribution / active EE | $1,401 | $3,221-56.5% | $2,521-44.4% | $4,764-70.6% |
| Participant deferral / active EE | $2,738 | $4,778-42.7% | $4,049-32.4% | $5,851-53.2% |
| Admin fee / account holder | $1,469 | $12,195-88.0% | $7,491-80.4% | $11,601-87.3% |