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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 | $43,549 | $110,410-60.6% | $102,437-57.5% | $145,897-70.2% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 17.41% | 24.85%-7.4pp | 24.95%-7.5pp | 552.29%-534.9pp |
| Employer contribution / active EE | $2,214 | $4,217-47.5% | $3,871-42.8% | $4,663-52.5% |
| Participant deferral / active EE | $4,202 | $5,622-25.3% | $5,060-17.0% | $6,689-37.2% |
| Admin fee / account holder | $425 | $9,745-95.6% | $8,388-94.9% | $13,390-96.8% |