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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 | $36,222 | $110,307-67.2% | $96,576-62.5% | $139,456-74.0% |
| Participation rate | 64.3% | 78.1%-13.8pp | 76.0%-11.7pp | 80.3%-16.0pp |
| Annual return | 13.69% | 26.40%-12.7pp | 25.87%-12.2pp | 373.45%-359.8pp |
| Employer contribution / active EE | $1,235 | $3,619-65.9% | $2,965-58.3% | $4,753-74.0% |
| Participant deferral / active EE | $2,019 | $5,547-63.6% | $4,851-58.4% | $6,711-69.9% |
| Admin fee / account holder | $5,552 | $11,597-52.1% | $8,253-32.7% | $11,407-51.3% |