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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 | $35,313 | $101,069-65.1% | $81,478-56.7% | $147,585-76.1% |
| Participation rate | 63.2% | 74.5%-11.3pp | 68.0%-4.8pp | 82.8%-19.7pp |
| Annual return | 17.26% | 32.40%-15.1pp | 38.78%-21.5pp | 578.57%-561.3pp |
| Employer contribution / active EE | $1,159 | $3,205-63.8% | $2,568-54.9% | $4,876-76.2% |
| Participant deferral / active EE | $2,350 | $4,242-44.6% | $3,537-33.5% | $5,439-56.8% |
| Admin fee / account holder | $331 | $5,812-94.3% | $4,561-92.8% | $10,885-97.0% |