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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 | $33,807 | $110,379-69.4% | $102,412-67.0% | $145,884-76.8% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.5%-29.5pp | 80.3%-35.3pp |
| Annual return | 13.58% | 24.84%-11.3pp | 24.94%-11.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,146 | $4,216-72.8% | $3,870-70.4% | $4,662-75.4% |
| Participant deferral / active EE | $3,308 | $5,622-41.2% | $5,060-34.6% | $6,690-50.6% |
| Admin fee / account holder | $397 | $9,745-95.9% | $8,388-95.3% | $13,392-97.0% |