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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 | $50,330 | $228,395-78.0% | $185,861-72.9% | $158,982-68.3% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 9.60% | 40.82%-31.2pp | 35.96%-26.4pp | 302.99%-293.4pp |
| Employer contribution / active EE | $1,188 | $4,968-76.1% | $4,088-71.0% | $4,763-75.1% |
| Participant deferral / active EE | $2,351 | $6,417-63.4% | $5,634-58.3% | $5,983-60.7% |
| Admin fee / account holder | $6,428 | $11,869-45.8% | $9,503-32.4% | $11,252-42.9% |