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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 | $40,919 | $104,709-60.9% | $85,705-52.3% | $167,553-75.6% |
| Participation rate | 56.5% | 76.4%-19.8pp | 69.9%-13.3pp | 82.1%-25.6pp |
| Annual return | 29.66% | 21.45%+8.2pp | 21.49%+8.2pp | 478.89%-449.2pp |
| Employer contribution / active EE | $1,017 | $3,338-69.5% | $2,619-61.2% | $4,840-79.0% |
| Participant deferral / active EE | $3,291 | $4,827-31.8% | $3,924-16.1% | $6,343-48.1% |
| Admin fee / account holder | $588 | $10,036-94.1% | $6,877-91.5% | $12,316-95.2% |