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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 | $41,597 | $78,705-47.1% | $117,860-64.7% | $70,124-40.7% |
| Participation rate | 67.5% | 73.2%-5.7pp | 79.7%-12.2pp | 69.5%-2.0pp |
| Annual return | 16.90% | 23.30%-6.4pp | 335.10%-318.2pp | 73.14%-56.2pp |
| Employer contribution / active EE | $652 | $2,223-70.7% | $3,786-82.8% | $2,342-72.2% |
| Participant deferral / active EE | $1,677 | $3,297-49.2% | $4,482-62.6% | $3,332-49.7% |
| Admin fee / account holder | $1,604 | $5,065-68.3% | $8,021-80.0% | $4,645-65.5% |