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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 | $59,469 | $113,338-47.5% | $94,993-37.4% | $147,586-59.7% |
| Participation rate | 41.7% | 78.0%-36.3pp | 73.9%-32.2pp | 82.8%-41.2pp |
| Annual return | 19.28% | 20.80%-1.5pp | 27.14%-7.9pp | 578.59%-559.3pp |
| Employer contribution / active EE | $1,080 | $3,160-65.8% | $2,603-58.5% | $4,876-77.9% |
| Participant deferral / active EE | $3,089 | $3,777-18.2% | $3,317-6.9% | $5,439-43.2% |
| Admin fee / account holder | $1,060 | $6,063-82.5% | $4,960-78.6% | $10,886-90.3% |