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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 | $42,986 | $89,367-51.9% | $141,191-69.6% | $72,975-41.1% |
| Participation rate | 58.6% | 75.1%-16.5pp | 82.5%-23.9pp | 69.5%-10.9pp |
| Annual return | 22.00% | 111.87%-89.9pp | 71.41%-49.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $1,794 | $3,115-42.4% | $4,736-62.1% | $2,440-26.5% |
| Participant deferral / active EE | $4,415 | $5,419-18.5% | $6,710-34.2% | $3,608+22.4% |
| Admin fee / account holder | $3,162 | $5,957-46.9% | $10,264-69.2% | $5,124-38.3% |