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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 | $40,710 | $110,240-63.1% | $96,544-57.8% | $139,487-70.8% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 20.32% | 26.41%-6.1pp | 25.88%-5.6pp | 373.84%-353.5pp |
| Employer contribution / active EE | $864 | $3,622-76.2% | $2,966-70.9% | $4,755-81.8% |
| Participant deferral / active EE | $2,904 | $5,549-47.7% | $4,851-40.1% | $6,713-56.7% |
| Admin fee / account holder | $10,202 | $11,602-12.1% | $8,254+23.6% | $11,407-10.6% |