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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 | $44,055 | $884,045-95.0% | $453,569-90.3% | $167,553-73.7% |
| Participation rate | 62.5% | 81.6%-19.1pp | 78.0%-15.5pp | 82.1%-19.6pp |
| Annual return | 10.44% | 29.49%-19.0pp | 64.43%-54.0pp | 478.89%-468.5pp |
| Employer contribution / active EE | $1,400 | $5,538-74.7% | $4,072-65.6% | $4,840-71.1% |
| Participant deferral / active EE | $2,584 | $7,898-67.3% | $6,211-58.4% | $6,343-59.3% |
| Admin fee / account holder | $2,578 | $22,063-88.3% | $11,214-77.0% | $12,316-79.1% |