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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 | $40,681 | $113,338-64.1% | $94,993-57.2% | $147,586-72.4% |
| Participation rate | 69.2% | 78.0%-8.7pp | 73.9%-4.7pp | 82.8%-13.6pp |
| Annual return | 16.08% | 20.80%-4.7pp | 27.14%-11.1pp | 578.59%-562.5pp |
| Employer contribution / active EE | $785 | $3,160-75.2% | $2,603-69.8% | $4,876-83.9% |
| Participant deferral / active EE | $4,494 | $3,777+19.0% | $3,317+35.5% | $5,439-17.4% |
| Admin fee / account holder | $1,808 | $6,063-70.2% | $4,960-63.5% | $10,886-83.4% |