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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 | $32,946 | $103,392-68.1% | $87,104-62.2% | $152,897-78.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 13.10% | 28.10%-15.0pp | 28.19%-15.1pp | 345.43%-332.3pp |
| Employer contribution / active EE | $2,046 | $3,221-36.5% | $2,521-18.9% | $4,764-57.1% |
| Participant deferral / active EE | $2,198 | $4,778-54.0% | $4,048-45.7% | $5,851-62.4% |
| Admin fee / account holder | $4,668 | $12,194-61.7% | $7,491-37.7% | $11,599-59.8% |