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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 | $31,074 | $113,338-72.6% | $94,993-67.3% | $147,586-78.9% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 19.80% | 20.80%-1.0pp | 27.14%-7.3pp | 578.59%-558.8pp |
| Employer contribution / active EE | $1,591 | $3,160-49.7% | $2,603-38.9% | $4,876-67.4% |
| Participant deferral / active EE | $3,102 | $3,777-17.9% | $3,317-6.5% | $5,439-43.0% |
| Admin fee / account holder | $6,596 | $6,063+8.8% | $4,960+33.0% | $10,886-39.4% |