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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 | $42,136 | $58,275-27.7% | $81,844-48.5% | $80,935-47.9% |
| Participation rate | 63.0% | 63.5%-0.5pp | 72.4%-9.4pp | 67.7%-4.7pp |
| Annual return | 15.00% | 41.82%-26.8pp | 778.87%-763.9pp | 35.66%-20.7pp |
| Employer contribution / active EE | $494 | $2,346-79.0% | $2,916-83.1% | $2,757-82.1% |
| Participant deferral / active EE | $4,656 | $3,285+41.7% | $4,323+7.7% | $4,299+8.3% |
| Admin fee / account holder | $2,665 | $4,749-43.9% | $7,355-63.8% | $6,924-61.5% |