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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 | $34,551 | $211,239-83.6% | $178,528-80.6% | $145,877-76.3% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 11.55% | 30.22%-18.7pp | 27.11%-15.6pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,087 | $4,570-76.2% | $3,950-72.5% | $4,663-76.7% |
| Participant deferral / active EE | $4,094 | $6,963-41.2% | $6,278-34.8% | $6,691-38.8% |
| Admin fee / account holder | $2,502 | $12,095-79.3% | $10,419-76.0% | $13,402-81.3% |