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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 | $35,438 | $156,616-77.4% | $133,346-73.4% | $198,609-82.2% |
| Participation rate | 60.0% | 77.7%-17.7pp | 72.8%-12.8pp | 82.4%-22.4pp |
| Annual return | 13.24% | 44.25%-31.0pp | 36.85%-23.6pp | 202.70%-189.5pp |
| Employer contribution / active EE | $1,765 | $3,368-47.6% | $2,853-38.2% | $5,055-65.1% |
| Participant deferral / active EE | $3,037 | $4,920-38.3% | $4,332-29.9% | $6,977-56.5% |
| Admin fee / account holder | $8,708 | $17,468-50.1% | $14,264-39.0% | $19,030-54.2% |