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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 | $43,428 | $100,073-56.6% | $85,126-49.0% | $145,877-70.2% |
| Participation rate | 63.2% | 74.1%-10.9pp | 67.5%-4.4pp | 80.3%-17.1pp |
| Annual return | 11.21% | 84.11%-72.9pp | 66.63%-55.4pp | 551.28%-540.1pp |
| Employer contribution / active EE | $2,498 | $3,236-22.8% | $2,731-8.6% | $4,663-46.4% |
| Participant deferral / active EE | $4,082 | $5,294-22.9% | $4,523-9.8% | $6,691-39.0% |
| Admin fee / account holder | $475 | $7,261-93.5% | $6,160-92.3% | $13,402-96.5% |