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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 | $42,463 | $124,314-65.8% | $109,163-61.1% | $167,518-74.7% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 10.70% | 26.04%-15.3pp | 25.75%-15.1pp | 478.71%-468.0pp |
| Employer contribution / active EE | $1,319 | $4,209-68.7% | $3,723-64.6% | $4,838-72.7% |
| Participant deferral / active EE | $1,568 | $5,256-70.2% | $4,654-66.3% | $6,342-75.3% |
| Admin fee / account holder | $7,476 | $7,973-6.2% | $6,754+10.7% | $12,312-39.3% |