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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 | $33,291 | $105,284-68.4% | $150,734-77.9% | $94,015-64.6% |
| Participation rate | 52.8% | 71.7%-18.9pp | 78.4%-25.6pp | 70.8%-18.0pp |
| Annual return | 14.13% | 15.67%-1.5pp | 600.81%-586.7pp | 17.84%-3.7pp |
| Employer contribution / active EE | $1,001 | $3,599-72.2% | $4,918-79.6% | $2,790-64.1% |
| Participant deferral / active EE | $2,859 | $4,274-33.1% | $5,610-49.0% | $4,249-32.7% |
| Admin fee / account holder | $1,060 | $9,839-89.2% | $14,905-92.9% | $8,951-88.2% |