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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 | $36,340 | $103,392-64.9% | $87,104-58.3% | $152,897-76.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 21.67% | 28.10%-6.4pp | 28.19%-6.5pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,257 | $3,221-61.0% | $2,521-50.2% | $4,764-73.6% |
| Participant deferral / active EE | $1,554 | $4,778-67.5% | $4,048-61.6% | $5,851-73.4% |
| Admin fee / account holder | $3,758 | $12,194-69.2% | $7,491-49.8% | $11,599-67.6% |