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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 | $41,721 | $85,060-51.0% | $70,548-40.9% | $139,456-70.1% |
| Participation rate | 54.5% | 73.9%-19.4pp | 68.3%-13.8pp | 80.3%-25.8pp |
| Annual return | 12.10% | 30.38%-18.3pp | 32.78%-20.7pp | 373.45%-361.4pp |
| Employer contribution / active EE | $1,466 | $3,911-62.5% | $2,975-50.7% | $4,753-69.2% |
| Participant deferral / active EE | $2,434 | $5,890-58.7% | $4,567-46.7% | $6,711-63.7% |
| Admin fee / account holder | $537 | $8,925-94.0% | $6,424-91.6% | $11,407-95.3% |