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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 | $33,509 | $102,938-67.4% | $94,105-64.4% | $138,895-75.9% |
| Participation rate | 40.0% | 74.6%-34.6pp | 71.9%-31.9pp | 79.9%-39.9pp |
| Annual return | 17.39% | 250.28%-232.9pp | 204.55%-187.2pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,437 | $2,732-47.4% | $2,504-42.6% | $4,194-65.7% |
| Participant deferral / active EE | $2,394 | $4,196-43.0% | $3,881-38.3% | $6,396-62.6% |
| Admin fee / account holder | $913 | $6,600-86.2% | $6,199-85.3% | $12,562-92.7% |