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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 | $24,948 | $98,240-74.6% | $82,313-69.7% | $147,585-83.1% |
| Participation rate | 45.5% | 79.7%-34.3pp | 76.9%-31.4pp | 82.8%-37.4pp |
| Annual return | 22.75% | 30.85%-8.1pp | 25.88%-3.1pp | 578.58%-555.8pp |
| Employer contribution / active EE | $3,062 | $3,192-4.0% | $2,428+26.1% | $4,876-37.2% |
| Participant deferral / active EE | $7,663 | $4,383+74.8% | $3,706+106.8% | $5,439+40.9% |
| Admin fee / account holder | $1,966 | $8,563-77.0% | $5,608-65.0% | $10,886-81.9% |