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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 | $37,390 | $110,410-66.1% | $102,437-63.5% | $145,897-74.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 11.95% | 24.85%-12.9pp | 24.95%-13.0pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,868 | $4,217-55.7% | $3,871-51.8% | $4,663-59.9% |
| Participant deferral / active EE | $2,752 | $5,622-51.0% | $5,060-45.6% | $6,689-58.9% |
| Admin fee / account holder | $3,061 | $9,745-68.6% | $8,388-63.5% | $13,390-77.1% |