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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 | $35,161 | $117,846-70.2% | $102,434-65.7% | $145,884-75.9% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.4pp |
| Annual return | 12.53% | 31.90%-19.4pp | 29.46%-16.9pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,724 | $3,615-52.3% | $3,023-43.0% | $4,662-63.0% |
| Participant deferral / active EE | $3,242 | $5,733-43.5% | $5,055-35.9% | $6,690-51.5% |
| Admin fee / account holder | $3,174 | $13,356-76.2% | $9,462-66.5% | $13,392-76.3% |