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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 | $108,882-63.0% | $96,754-58.4% | $154,746-74.0% |
| Participation rate | 58.3% | 75.1%-16.7pp | 70.3%-11.9pp | 80.7%-22.4pp |
| Annual return | 21.05% | 98.39%-77.3pp | 82.04%-61.0pp | 172.34%-151.3pp |
| Employer contribution / active EE | $1,136 | $3,018-62.4% | $2,679-57.6% | $4,379-74.1% |
| Participant deferral / active EE | $4,276 | $5,323-19.7% | $4,758-10.1% | $6,730-36.5% |
| Admin fee / account holder | $1,828 | $10,200-82.1% | $8,905-79.5% | $14,365-87.3% |