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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 | $31,567 | $162,821-80.6% | $133,978-76.4% | $158,982-80.1% |
| Participation rate | 68.8% | 83.2%-14.5pp | 79.8%-11.1pp | 82.0%-13.2pp |
| Annual return | 13.56% | 41.95%-28.4pp | 45.10%-31.5pp | 302.99%-289.4pp |
| Employer contribution / active EE | $1,947 | $4,976-60.9% | $3,919-50.3% | $4,763-59.1% |
| Participant deferral / active EE | $3,699 | $5,910-37.4% | $5,047-26.7% | $5,983-38.2% |
| Admin fee / account holder | $2,515 | $11,742-78.6% | $8,930-71.8% | $11,252-77.6% |