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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 | $42,375 | $116,203-63.5% | $93,621-54.7% | $152,909-72.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.8%-15.8pp | 82.5%-22.5pp |
| Annual return | 19.09% | 35.96%-16.9pp | 32.76%-13.7pp | 345.46%-326.4pp |
| Employer contribution / active EE | $999 | $3,219-69.0% | $2,719-63.2% | $4,764-79.0% |
| Participant deferral / active EE | $1,379 | $4,605-70.1% | $4,070-66.1% | $5,851-76.4% |
| Admin fee / account holder | $4,828 | $10,751-55.1% | $7,890-38.8% | $11,601-58.4% |