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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 | $64,955 | $232,540-72.1% | $185,117-64.9% | $147,586-56.0% |
| Participation rate | 31.6% | 82.4%-50.8pp | 77.3%-45.7pp | 82.8%-51.2pp |
| Annual return | 13.47% | 43.03%-29.6pp | 40.50%-27.0pp | 578.59%-565.1pp |
| Employer contribution / active EE | $1,164 | $5,195-77.6% | $4,182-72.2% | $4,876-76.1% |
| Participant deferral / active EE | $1,825 | $5,834-68.7% | $5,045-63.8% | $5,439-66.5% |
| Admin fee / account holder | $3,772 | $10,275-63.3% | $8,159-53.8% | $10,886-65.4% |