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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 | $58,306 | $100,901-42.2% | $75,501-22.8% | $147,585-60.5% |
| Participation rate | 38.1% | 77.1%-39.0pp | 72.4%-34.3pp | 82.8%-44.7pp |
| Annual return | 12.03% | 35.78%-23.8pp | 27.35%-15.3pp | 578.58%-566.6pp |
| Employer contribution / active EE | $1,556 | $3,253-52.2% | $2,352-33.8% | $4,876-68.1% |
| Participant deferral / active EE | $3,065 | $4,027-23.9% | $3,142-2.4% | $5,439-43.6% |
| Admin fee / account holder | $2,034 | $11,285-82.0% | $5,801-64.9% | $10,886-81.3% |