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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 | $38,237 | $85,024-55.0% | $70,544-45.8% | $139,466-72.6% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 22.46% | 30.39%-7.9pp | 32.79%-10.3pp | 373.66%-351.2pp |
| Employer contribution / active EE | $1,919 | $3,912-50.9% | $2,976-35.5% | $4,754-59.6% |
| Participant deferral / active EE | $3,723 | $5,891-36.8% | $4,568-18.5% | $6,712-44.5% |
| Admin fee / account holder | $636 | $8,928-92.9% | $6,427-90.1% | $11,409-94.4% |