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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 | $35,586 | $117,829-69.8% | $102,423-65.3% | $145,877-75.6% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 15.15% | 31.83%-16.7pp | 29.42%-14.3pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,032 | $3,615-43.8% | $3,023-32.8% | $4,663-56.4% |
| Participant deferral / active EE | $3,945 | $5,732-31.2% | $5,054-22.0% | $6,691-41.0% |
| Admin fee / account holder | $335 | $13,335-97.5% | $9,455-96.5% | $13,402-97.5% |