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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 | $40,547 | $96,731-58.1% | $123,973-67.3% | $86,983-53.4% |
| Participation rate | 34.1% | 70.0%-35.9pp | 76.7%-42.5pp | 69.5%-35.4pp |
| Annual return | 14.29% | 17.33%-3.0pp | 388.13%-373.8pp | 25.83%-11.5pp |
| Employer contribution / active EE | $1,278 | $3,297-61.2% | $4,126-69.0% | $2,584-50.5% |
| Participant deferral / active EE | $2,045 | $4,152-50.7% | $5,247-61.0% | $4,194-51.2% |
| Admin fee / account holder | $1,002 | $8,722-88.5% | $11,799-91.5% | $7,856-87.2% |