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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 | $42,499 | $94,766-55.2% | $112,923-62.4% | $139,487-69.5% |
| Participation rate | 62.5% | 81.3%-18.8pp | 80.5%-18.0pp | 80.3%-17.8pp |
| Annual return | 14.82% | 40.96%-26.1pp | 34.13%-19.3pp | 373.84%-359.0pp |
| Employer contribution / active EE | $1,648 | $4,636-64.5% | $4,570-63.9% | $4,755-65.3% |
| Participant deferral / active EE | $4,574 | $6,523-29.9% | $6,520-29.8% | $6,713-31.9% |
| Admin fee / account holder | $6,771 | $8,529-20.6% | $7,046-3.9% | $11,407-40.6% |