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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 | $36,654 | $111,814-67.2% | $103,378-64.5% | $145,978-74.9% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 14.99% | 24.80%-9.8pp | 24.91%-9.9pp | 550.52%-535.5pp |
| Employer contribution / active EE | $1,257 | $4,215-70.2% | $3,870-67.5% | $4,662-73.0% |
| Participant deferral / active EE | $4,179 | $5,618-25.6% | $5,058-17.4% | $6,690-37.5% |
| Admin fee / account holder | $866 | $9,764-91.1% | $8,401-89.7% | $13,400-93.5% |