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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 | $31,549 | $103,392-69.5% | $87,104-63.8% | $152,897-79.4% |
| Participation rate | 45.5% | 79.4%-33.9pp | 76.9%-31.4pp | 82.5%-37.0pp |
| Annual return | 25.09% | 28.10%-3.0pp | 28.19%-3.1pp | 345.43%-320.3pp |
| Employer contribution / active EE | $1,305 | $3,221-59.5% | $2,521-48.3% | $4,764-72.6% |
| Participant deferral / active EE | $2,688 | $4,778-43.7% | $4,048-33.6% | $5,851-54.1% |
| Admin fee / account holder | $632 | $12,194-94.8% | $7,491-91.6% | $11,599-94.5% |