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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 | $46,362 | $110,379-58.0% | $102,412-54.7% | $145,884-68.2% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 10.59% | 24.84%-14.2pp | 24.94%-14.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,779 | $4,216-57.8% | $3,870-54.0% | $4,662-61.8% |
| Participant deferral / active EE | $4,394 | $5,622-21.8% | $5,060-13.2% | $6,690-34.3% |
| Admin fee / account holder | $5,503 | $9,745-43.5% | $8,388-34.4% | $13,392-58.9% |