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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 | $41,541 | $152,592-72.8% | $125,180-66.8% | $152,885-72.8% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.6pp | 82.5%-13.2pp |
| Annual return | 22.87% | 54.84%-32.0pp | 43.79%-20.9pp | 345.39%-322.5pp |
| Employer contribution / active EE | $1,432 | $4,947-71.1% | $3,866-63.0% | $4,763-69.9% |
| Participant deferral / active EE | $3,796 | $5,868-35.3% | $4,937-23.1% | $5,851-35.1% |
| Admin fee / account holder | $2,161 | $13,435-83.9% | $9,703-77.7% | $11,598-81.4% |