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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 | $34,410 | $110,410-68.8% | $102,437-66.4% | $145,897-76.4% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 14.00% | 24.85%-10.9pp | 24.95%-10.9pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,281 | $4,217-69.6% | $3,871-66.9% | $4,663-72.5% |
| Participant deferral / active EE | $3,517 | $5,622-37.4% | $5,060-30.5% | $6,689-47.4% |
| Admin fee / account holder | $6,017 | $9,745-38.3% | $8,388-28.3% | $13,390-55.1% |