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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 | $42,018 | $98,240-57.2% | $82,312-49.0% | $147,586-71.5% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 8.78% | 30.85%-22.1pp | 25.88%-17.1pp | 578.59%-569.8pp |
| Employer contribution / active EE | $1,237 | $3,192-61.2% | $2,428-49.0% | $4,876-74.6% |
| Participant deferral / active EE | $2,145 | $4,383-51.1% | $3,706-42.1% | $5,439-60.6% |
| Admin fee / account holder | $1,369 | $8,563-84.0% | $5,608-75.6% | $10,886-87.4% |