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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 | $41,305 | $103,392-60.1% | $87,104-52.6% | $152,897-73.0% |
| Participation rate | 68.2% | 79.4%-11.2pp | 76.9%-8.7pp | 82.5%-14.3pp |
| Annual return | 14.61% | 28.10%-13.5pp | 28.19%-13.6pp | 345.43%-330.8pp |
| Employer contribution / active EE | $728 | $3,221-77.4% | $2,521-71.1% | $4,764-84.7% |
| Participant deferral / active EE | $2,708 | $4,778-43.3% | $4,048-33.1% | $5,851-53.7% |
| Admin fee / account holder | $8,367 | $12,194-31.4% | $7,491+11.7% | $11,599-27.9% |