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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 | $37,387 | $48,314-22.6% | $67,561-44.7% | $80,925-53.8% |
| Participation rate | 61.3% | 66.4%-5.1pp | 72.9%-11.6pp | 67.7%-6.3pp |
| Annual return | 18.28% | 18.28%0pp | 3525.44%-3507.2pp | 35.65%-17.4pp |
| Employer contribution / active EE | $577 | $2,022-71.4% | $2,735-78.9% | $2,756-79.1% |
| Participant deferral / active EE | $4,292 | $2,927+46.7% | $4,003+7.2% | $4,299-0.1% |
| Admin fee / account holder | $756 | $3,690-79.5% | $4,006-81.1% | $6,940-89.1% |