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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 | $40,290 | $97,125-58.5% | $86,233-53.3% | $137,256-70.6% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.0%-10.7pp | 80.0%-21.6pp |
| Annual return | 21.05% | 74.19%-53.1pp | 61.39%-40.3pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,136 | $2,841-60.0% | $2,504-54.6% | $4,156-72.7% |
| Participant deferral / active EE | $4,276 | $5,180-17.4% | $4,559-6.2% | $6,407-33.3% |
| Admin fee / account holder | $1,828 | $9,725-81.2% | $8,342-78.1% | $12,270-85.1% |