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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 | $40,907 | $100,901-59.5% | $75,501-45.8% | $147,586-72.3% |
| Participation rate | 52.6% | 77.1%-24.5pp | 72.4%-19.7pp | 82.8%-30.2pp |
| Annual return | 17.32% | 35.78%-18.5pp | 27.35%-10.0pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,283 | $3,253-60.6% | $2,352-45.4% | $4,876-73.7% |
| Participant deferral / active EE | $1,796 | $4,027-55.4% | $3,142-42.8% | $5,439-67.0% |
| Admin fee / account holder | $583 | $11,285-94.8% | $5,801-90.0% | $10,886-94.6% |