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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 | $33,151 | $85,060-61.0% | $70,565-53.0% | $139,487-76.2% |
| Participation rate | 38.5% | 73.9%-35.4pp | 68.4%-29.9pp | 80.3%-41.9pp |
| Annual return | 20.71% | 30.39%-9.7pp | 32.79%-12.1pp | 373.84%-353.1pp |
| Employer contribution / active EE | $2,437 | $3,912-37.7% | $2,976-18.1% | $4,755-48.7% |
| Participant deferral / active EE | $3,685 | $5,891-37.5% | $4,568-19.3% | $6,713-45.1% |
| Admin fee / account holder | $1,747 | $8,932-80.4% | $6,430-72.8% | $11,407-84.7% |