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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 | $35,160 | $106,267-66.9% | $96,520-63.6% | $139,456-74.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 17.37% | 38.45%-21.1pp | 35.72%-18.3pp | 373.45%-356.1pp |
| Employer contribution / active EE | $1,184 | $4,105-71.2% | $3,739-68.3% | $4,753-75.1% |
| Participant deferral / active EE | $2,890 | $5,454-47.0% | $4,879-40.8% | $6,711-56.9% |
| Admin fee / account holder | $1,858 | $7,882-76.4% | $6,733-72.4% | $11,407-83.7% |