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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 | $37,188 | $154,193-75.9% | $130,045-71.4% | $139,466-73.3% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.5%-53.5pp | 80.3%-55.3pp |
| Annual return | 15.43% | 32.51%-17.1pp | -137.30%+152.7pp | 373.66%-358.2pp |
| Employer contribution / active EE | $1,429 | $5,292-73.0% | $4,321-66.9% | $4,754-69.9% |
| Participant deferral / active EE | $3,155 | $6,709-53.0% | $5,820-45.8% | $6,712-53.0% |
| Admin fee / account holder | $9,951 | $13,989-28.9% | $10,600-6.1% | $11,409-12.8% |