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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 | $38,536 | $110,410-65.1% | $102,437-62.4% | $145,897-73.6% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 14.67% | 24.85%-10.2pp | 24.95%-10.3pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,675 | $4,217-60.3% | $3,871-56.7% | $4,663-64.1% |
| Participant deferral / active EE | $4,036 | $5,622-28.2% | $5,060-20.2% | $6,689-39.7% |
| Admin fee / account holder | $1,011 | $9,745-89.6% | $8,388-88.0% | $13,390-92.5% |