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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 | $33,519 | $165,939-79.8% | $122,354-72.6% | $147,586-77.3% |
| Participation rate | 53.3% | 79.6%-26.2pp | 71.6%-18.3pp | 82.8%-29.5pp |
| Annual return | 7.30% | 34.56%-27.3pp | 30.28%-23.0pp | 578.59%-571.3pp |
| Employer contribution / active EE | $1,353 | $5,754-76.5% | $4,051-66.6% | $4,876-72.3% |
| Participant deferral / active EE | $2,599 | $4,005-35.1% | $3,287-20.9% | $5,439-52.2% |
| Admin fee / account holder | $1,722 | $7,425-76.8% | $5,479-68.6% | $10,886-84.2% |