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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 | $29,987 | $106,247-71.8% | $96,515-68.9% | $139,466-78.5% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 16.46% | 38.47%-22.0pp | 35.73%-19.3pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,747 | $4,106-57.5% | $3,740-53.3% | $4,754-63.3% |
| Participant deferral / active EE | $3,343 | $5,456-38.7% | $4,880-31.5% | $6,712-50.2% |
| Admin fee / account holder | $4,398 | $7,885-44.2% | $6,735-34.7% | $11,409-61.5% |