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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 | $30,916 | $98,240-68.5% | $82,312-62.4% | $147,586-79.1% |
| Participation rate | 52.9% | 79.7%-26.8pp | 76.9%-24.0pp | 82.8%-29.9pp |
| Annual return | 17.07% | 30.85%-13.8pp | 25.88%-8.8pp | 578.59%-561.5pp |
| Employer contribution / active EE | $2,319 | $3,192-27.3% | $2,428-4.5% | $4,876-52.4% |
| Participant deferral / active EE | $3,556 | $4,383-18.9% | $3,706-4.1% | $5,439-34.6% |
| Admin fee / account holder | $1,711 | $8,563-80.0% | $5,608-69.5% | $10,886-84.3% |