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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 | $33,909 | $109,908-69.1% | $97,161-65.1% | $145,978-76.8% |
| Participation rate | 44.4% | 75.9%-31.5pp | 72.7%-28.2pp | 80.3%-35.8pp |
| Annual return | 12.65% | 243.80%-231.1pp | 75.36%-62.7pp | 550.52%-537.9pp |
| Employer contribution / active EE | $1,097 | $3,077-64.3% | $2,723-59.7% | $4,662-76.5% |
| Participant deferral / active EE | $3,024 | $4,679-35.4% | $4,265-29.1% | $6,690-54.8% |
| Admin fee / account holder | $3,540 | $6,213-43.0% | $5,647-37.3% | $13,400-73.6% |