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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 | $35,108 | $89,367-60.7% | $141,191-75.1% | $72,975-51.9% |
| Participation rate | 31.3% | 75.1%-43.9pp | 82.5%-51.2pp | 69.5%-38.2pp |
| Annual return | 34.37% | 111.87%-77.5pp | 71.41%-37.0pp | 81.01%-46.6pp |
| Employer contribution / active EE | $1,137 | $3,115-63.5% | $4,736-76.0% | $2,440-53.4% |
| Participant deferral / active EE | $2,952 | $5,419-45.5% | $6,710-56.0% | $3,608-18.2% |
| Admin fee / account holder | $5,697 | $5,957-4.3% | $10,264-44.5% | $5,124+11.2% |