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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 | $47,027 | $63,861-26.4% | $104,614-55.0% | $79,858-41.1% |
| Participation rate | 29.7% | 64.9%-35.2pp | 74.1%-44.3pp | 69.6%-39.9pp |
| Annual return | 21.30% | 21.30%0pp | 340.56%-319.3pp | 31.72%-10.4pp |
| Employer contribution / active EE | $1,068 | $1,588-32.7% | $2,681-60.2% | $2,471-56.8% |
| Participant deferral / active EE | $2,528 | $2,693-6.1% | $3,739-32.4% | $3,740-32.4% |
| Admin fee / account holder | $799 | $4,185-80.9% | $6,464-87.6% | $5,306-84.9% |