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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 | $35,350 | $117,829-70.0% | $102,423-65.5% | $145,877-75.8% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 11.00% | 31.83%-20.8pp | 29.42%-18.4pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,421 | $3,615-60.7% | $3,023-53.0% | $4,663-69.5% |
| Participant deferral / active EE | $5,389 | $5,732-6.0% | $5,054+6.6% | $6,691-19.5% |
| Admin fee / account holder | $3,753 | $13,335-71.9% | $9,455-60.3% | $13,402-72.0% |