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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 | $29,197 | $89,367-67.3% | $141,191-79.3% | $72,975-60.0% |
| Participation rate | 38.5% | 75.1%-36.7pp | 82.5%-44.0pp | 69.5%-31.0pp |
| Annual return | 23.85% | 111.87%-88.0pp | 71.41%-47.6pp | 81.01%-57.2pp |
| Employer contribution / active EE | $1,565 | $3,115-49.7% | $4,736-67.0% | $2,440-35.9% |
| Participant deferral / active EE | $2,505 | $5,419-53.8% | $6,710-62.7% | $3,608-30.6% |
| Admin fee / account holder | $3,061 | $5,957-48.6% | $10,264-70.2% | $5,124-40.3% |