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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 | $33,983 | $98,776-65.6% | $149,745-77.3% | $79,856-57.4% |
| Participation rate | 48.8% | 75.8%-27.0pp | 82.5%-33.7pp | 69.6%-20.9pp |
| Annual return | 12.43% | 27.38%-14.9pp | 276.72%-264.3pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,709 | $3,217-46.9% | $4,646-63.2% | $2,471-30.8% |
| Participant deferral / active EE | $3,195 | $5,681-43.8% | $6,843-53.3% | $3,741-14.6% |
| Admin fee / account holder | $1,154 | $6,053-80.9% | $9,312-87.6% | $5,306-78.3% |