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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 | $35,718 | $124,330-71.3% | $109,173-67.3% | $167,536-78.7% |
| Participation rate | 55.6% | 79.5%-23.9pp | 75.9%-20.3pp | 82.1%-26.6pp |
| Annual return | 14.34% | 26.04%-11.7pp | 25.75%-11.4pp | 478.82%-464.5pp |
| Employer contribution / active EE | $1,305 | $4,209-69.0% | $3,723-64.9% | $4,839-73.0% |
| Participant deferral / active EE | $3,788 | $5,256-27.9% | $4,654-18.6% | $6,342-40.3% |
| Admin fee / account holder | $1,191 | $7,974-85.1% | $6,755-82.4% | $12,315-90.3% |