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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 | $43,814 | $89,364-51.0% | $141,177-69.0% | $72,983-40.0% |
| Participation rate | 61.6% | 75.1%-13.5pp | 82.5%-20.8pp | 69.5%-7.9pp |
| Annual return | 31.23% | 111.86%-80.6pp | 71.40%-40.2pp | 81.01%-49.8pp |
| Employer contribution / active EE | $1,535 | $3,115-50.7% | $4,736-67.6% | $2,440-37.1% |
| Participant deferral / active EE | $3,523 | $5,419-35.0% | $6,710-47.5% | $3,608-2.3% |
| Admin fee / account holder | $2,663 | $5,959-55.3% | $10,263-74.1% | $5,124-48.0% |