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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 | $40,847 | $96,731-57.8% | $123,973-67.1% | $86,983-53.0% |
| Participation rate | 65.1% | 70.0%-4.9pp | 76.7%-11.5pp | 69.5%-4.4pp |
| Annual return | 15.74% | 17.33%-1.6pp | 388.13%-372.4pp | 25.83%-10.1pp |
| Employer contribution / active EE | $1,204 | $3,297-63.5% | $4,126-70.8% | $2,584-53.4% |
| Participant deferral / active EE | $2,407 | $4,152-42.0% | $5,247-54.1% | $4,194-42.6% |
| Admin fee / account holder | $562 | $8,722-93.6% | $11,799-95.2% | $7,856-92.8% |