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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 | $39,624 | $84,236-53.0% | $170,435-76.8% | $70,126-43.5% |
| Participation rate | 33.3% | 70.8%-37.5pp | 83.6%-50.3pp | 69.5%-36.2pp |
| Annual return | 20.96% | 23.06%-2.1pp | 205.94%-185.0pp | 73.15%-52.2pp |
| Employer contribution / active EE | $1,108 | $3,387-67.3% | $5,432-79.6% | $2,343-52.7% |
| Participant deferral / active EE | $2,335 | $3,086-24.3% | $4,939-52.7% | $3,332-29.9% |
| Admin fee / account holder | $4,178 | $5,698-26.7% | $13,881-69.9% | $4,645-10.1% |