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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 | $45,178 | $103,392-56.3% | $87,104-48.1% | $152,897-70.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 21.67% | 28.10%-6.4pp | 28.19%-6.5pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,145 | $3,221-64.5% | $2,521-54.6% | $4,764-76.0% |
| Participant deferral / active EE | $1,825 | $4,778-61.8% | $4,048-54.9% | $5,851-68.8% |
| Admin fee / account holder | $1,819 | $12,194-85.1% | $7,491-75.7% | $11,599-84.3% |