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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 | $62,032 | $117,895-47.4% | $102,460-39.5% | $145,897-57.5% |
| Participation rate | 35.7% | 78.6%-42.9pp | 76.5%-40.8pp | 80.3%-44.6pp |
| Annual return | 9.59% | 31.92%-22.3pp | 29.47%-19.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,175 | $3,619-67.5% | $3,025-61.2% | $4,663-74.8% |
| Participant deferral / active EE | $2,600 | $5,736-54.7% | $5,056-48.6% | $6,689-61.1% |
| Admin fee / account holder | $18,760 | $13,353+40.5% | $9,460+98.3% | $13,390+40.1% |