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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 | $40,000 | $95,406-58.1% | $185,849-78.5% | $85,847-53.4% |
| Participation rate | 66.3% | 68.8%-2.5pp | 81.7%-15.4pp | 69.3%-3.1pp |
| Annual return | 12.99% | 23.59%-10.6pp | 122.10%-109.1pp | 318.61%-305.6pp |
| Employer contribution / active EE | $848 | $3,314-74.4% | $5,169-83.6% | $2,565-66.9% |
| Participant deferral / active EE | $3,249 | $3,424-5.1% | $5,569-41.6% | $3,952-17.8% |
| Admin fee / account holder | $2,341 | $7,214-67.5% | $16,244-85.6% | $6,261-62.6% |