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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 | $45,739 | $211,224-78.3% | $178,505-74.4% | $145,897-68.6% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 17.55% | 30.28%-12.7pp | 27.16%-9.6pp | 552.29%-534.7pp |
| Employer contribution / active EE | $1,161 | $4,577-74.6% | $3,955-70.6% | $4,663-75.1% |
| Participant deferral / active EE | $3,456 | $6,966-50.4% | $6,280-45.0% | $6,689-48.3% |
| Admin fee / account holder | $656 | $12,109-94.6% | $10,428-93.7% | $13,390-95.1% |