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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 | $52,036 | $91,037-42.8% | $71,671-27.4% | $147,585-64.7% |
| Participation rate | 68.8% | 76.1%-7.4pp | 68.7%0pp | 82.8%-14.1pp |
| Annual return | 17.18% | 20.48%-3.3pp | 20.65%-3.5pp | 578.58%-561.4pp |
| Employer contribution / active EE | $723 | $3,327-78.3% | $2,460-70.6% | $4,876-85.2% |
| Participant deferral / active EE | $1,446 | $4,498-67.9% | $3,438-58.0% | $5,439-73.4% |
| Admin fee / account holder | $670 | $8,613-92.2% | $5,558-87.9% | $10,886-93.8% |