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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 | $43,545 | $142,430-69.4% | $115,170-62.2% | $152,897-71.5% |
| Participation rate | 59.1% | 82.4%-23.3pp | 75.9%-16.8pp | 82.5%-23.4pp |
| Annual return | 20.49% | 41.48%-21.0pp | 35.60%-15.1pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,332 | $4,011-66.8% | $3,179-58.1% | $4,764-72.0% |
| Participant deferral / active EE | $1,740 | $5,165-66.3% | $4,169-58.3% | $5,851-70.3% |
| Admin fee / account holder | $650 | $8,464-92.3% | $7,089-90.8% | $11,599-94.4% |