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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 | $41,874 | $157,829-73.5% | $136,867-69.4% | $198,609-78.9% |
| Participation rate | 61.1% | 77.2%-16.1pp | 74.5%-13.4pp | 82.4%-21.3pp |
| Annual return | 20.14% | 51.25%-31.1pp | 42.97%-22.8pp | 202.70%-182.6pp |
| Employer contribution / active EE | $1,911 | $3,923-51.3% | $3,547-46.1% | $5,055-62.2% |
| Participant deferral / active EE | $4,652 | $5,463-14.8% | $4,924-5.5% | $6,977-33.3% |
| Admin fee / account holder | $365 | $11,107-96.7% | $10,340-96.5% | $19,030-98.1% |