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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 | $48,762 | $106,280-54.1% | $96,538-49.5% | $139,487-65.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 24.01% | 38.48%-14.5pp | 35.74%-11.7pp | 373.84%-349.8pp |
| Employer contribution / active EE | $1,339 | $4,107-67.4% | $3,740-64.2% | $4,755-71.8% |
| Participant deferral / active EE | $3,027 | $5,457-44.5% | $4,880-38.0% | $6,713-54.9% |
| Admin fee / account holder | $2,249 | $7,888-71.5% | $6,737-66.6% | $11,407-80.3% |