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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 | $39,912 | $110,278-63.8% | $95,740-58.3% | $139,466-71.4% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 21.72% | 27.19%-5.5pp | 28.41%-6.7pp | 373.66%-351.9pp |
| Employer contribution / active EE | $2,674 | $3,260-18.0% | $2,836-5.7% | $4,754-43.8% |
| Participant deferral / active EE | $3,970 | $4,674-15.1% | $4,244-6.5% | $6,712-40.9% |
| Admin fee / account holder | $811 | $6,613-87.7% | $5,676-85.7% | $11,409-92.9% |