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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 | $24,742 | $105,198-76.5% | $159,455-84.5% | $85,856-71.2% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.8%-42.8pp | 69.3%-29.3pp |
| Annual return | 14.49% | 45.08%-30.6pp | 263.63%-249.1pp | 318.58%-304.1pp |
| Employer contribution / active EE | $1,696 | $3,319-48.9% | $4,830-64.9% | $2,565-33.9% |
| Participant deferral / active EE | $3,064 | $5,946-48.5% | $7,353-58.3% | $3,952-22.5% |
| Admin fee / account holder | $5,179 | $6,934-25.3% | $10,800-52.0% | $6,261-17.3% |