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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 | $57,642 | $78,670-26.7% | $109,173-47.2% | $85,847-32.9% |
| Participation rate | 40.7% | 68.3%-27.5pp | 75.9%-35.1pp | 69.3%-28.6pp |
| Annual return | 14.22% | 25.09%-10.9pp | 25.75%-11.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $1,175 | $2,734-57.0% | $3,723-68.4% | $2,565-54.2% |
| Participant deferral / active EE | $2,632 | $3,467-24.1% | $4,654-43.4% | $3,952-33.4% |
| Admin fee / account holder | $1,582 | $5,469-71.1% | $6,755-76.6% | $6,261-74.7% |