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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 | $37,579 | $111,814-66.4% | $103,374-63.6% | $145,959-74.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 18.63% | 24.77%-6.1pp | 24.89%-6.3pp | 561.95%-543.3pp |
| Employer contribution / active EE | $1,534 | $4,214-63.6% | $3,869-60.3% | $4,661-67.1% |
| Participant deferral / active EE | $3,325 | $5,618-40.8% | $5,058-34.3% | $6,689-50.3% |
| Admin fee / account holder | $3,338 | $9,754-65.8% | $8,394-60.2% | $13,398-75.1% |