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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 | $36,093 | $55,902-35.4% | $76,030-52.5% | $80,959-55.4% |
| Participation rate | 44.7% | 62.1%-17.3pp | 69.1%-24.3pp | 67.7%-22.9pp |
| Annual return | 13.92% | 20.59%-6.7pp | 361.54%-347.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,727 | $1,867-7.5% | $2,688-35.7% | $2,757-37.4% |
| Participant deferral / active EE | $3,435 | $3,051+12.6% | $4,257-19.3% | $4,300-20.1% |
| Admin fee / account holder | $3,207 | $5,239-38.8% | $6,421-50.0% | $6,925-53.7% |