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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 | $41,148 | $117,846-65.1% | $102,434-59.8% | $145,884-71.8% |
| Participation rate | 54.5% | 78.6%-24.1pp | 76.5%-22.0pp | 80.3%-25.8pp |
| Annual return | 12.71% | 31.90%-19.2pp | 29.46%-16.7pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,690 | $3,615-53.3% | $3,023-44.1% | $4,662-63.8% |
| Participant deferral / active EE | $4,484 | $5,733-21.8% | $5,055-11.3% | $6,690-33.0% |
| Admin fee / account holder | $4,227 | $13,356-68.3% | $9,462-55.3% | $13,392-68.4% |