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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 | $64,131 | $124,330-48.4% | $109,173-41.3% | $167,536-61.7% |
| Participation rate | 42.9% | 79.5%-36.6pp | 75.9%-33.0pp | 82.1%-39.3pp |
| Annual return | 20.63% | 26.04%-5.4pp | 25.75%-5.1pp | 478.82%-458.2pp |
| Employer contribution / active EE | $1,589 | $4,209-62.2% | $3,723-57.3% | $4,839-67.2% |
| Participant deferral / active EE | $4,155 | $5,256-21.0% | $4,654-10.7% | $6,342-34.5% |
| Admin fee / account holder | $3,372 | $7,974-57.7% | $6,755-50.1% | $12,315-72.6% |