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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 | $33,870 | $111,814-69.7% | $103,378-67.2% | $145,978-76.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 11.02% | 24.80%-13.8pp | 24.91%-13.9pp | 550.52%-539.5pp |
| Employer contribution / active EE | $1,185 | $4,215-71.9% | $3,870-69.4% | $4,662-74.6% |
| Participant deferral / active EE | $2,529 | $5,618-55.0% | $5,058-50.0% | $6,690-62.2% |
| Admin fee / account holder | $566 | $9,764-94.2% | $8,401-93.3% | $13,400-95.8% |