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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 | $34,762 | $98,776-64.8% | $149,745-76.8% | $79,856-56.5% |
| Participation rate | 32.7% | 75.8%-43.1pp | 82.5%-49.8pp | 69.6%-37.0pp |
| Annual return | 23.93% | 27.38%-3.4pp | 276.72%-252.8pp | 31.71%-7.8pp |
| Employer contribution / active EE | $1,386 | $3,217-56.9% | $4,646-70.2% | $2,471-43.9% |
| Participant deferral / active EE | $3,319 | $5,681-41.6% | $6,843-51.5% | $3,741-11.3% |
| Admin fee / account holder | $2,006 | $6,053-66.9% | $9,312-78.5% | $5,306-62.2% |