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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 | $43,360 | $104,251-58.4% | $91,004-52.4% | $147,586-70.6% |
| Participation rate | 68.8% | 78.2%-9.5pp | 75.6%-6.9pp | 82.8%-14.1pp |
| Annual return | 17.16% | 27.06%-9.9pp | 4.60%+12.6pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,127 | $3,116-63.8% | $2,456-54.1% | $4,876-76.9% |
| Participant deferral / active EE | $2,095 | $4,195-50.1% | $3,548-40.9% | $5,439-61.5% |
| Admin fee / account holder | $999 | $8,948-88.8% | $5,417-81.6% | $10,886-90.8% |