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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 | $43,987 | $98,760-55.5% | $149,715-70.6% | $79,858-44.9% |
| Participation rate | 69.4% | 75.8%-6.4pp | 82.5%-13.1pp | 69.6%-0.2pp |
| Annual return | 20.98% | 27.43%-6.5pp | 276.66%-255.7pp | 31.72%-10.7pp |
| Employer contribution / active EE | $1,546 | $3,217-52.0% | $4,645-66.7% | $2,471-37.4% |
| Participant deferral / active EE | $5,345 | $5,681-5.9% | $6,842-21.9% | $3,740+42.9% |
| Admin fee / account holder | $3,150 | $6,053-48.0% | $9,310-66.2% | $5,306-40.6% |