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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 | $44,086 | $105,856-58.4% | $90,161-51.1% | $147,586-70.1% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 19.75% | 37.63%-17.9pp | 34.89%-15.1pp | 578.59%-558.8pp |
| Employer contribution / active EE | $1,625 | $4,126-60.6% | $3,318-51.0% | $4,876-66.7% |
| Participant deferral / active EE | $2,633 | $5,733-54.1% | $5,287-50.2% | $5,439-51.6% |
| Admin fee / account holder | $9,232 | $8,046+14.7% | $5,943+55.3% | $10,886-15.2% |