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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 | $39,520 | $106,267-62.8% | $96,520-59.1% | $139,456-71.7% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 24.89% | 38.45%-13.6pp | 35.72%-10.8pp | 373.45%-348.6pp |
| Employer contribution / active EE | $1,660 | $4,105-59.6% | $3,739-55.6% | $4,753-65.1% |
| Participant deferral / active EE | $2,939 | $5,454-46.1% | $4,879-39.8% | $6,711-56.2% |
| Admin fee / account holder | $888 | $7,882-88.7% | $6,733-86.8% | $11,407-92.2% |