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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 | $35,285 | $110,410-68.0% | $102,437-65.6% | $145,897-75.8% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 10.67% | 24.85%-14.2pp | 24.95%-14.3pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,038 | $4,217-75.4% | $3,871-73.2% | $4,663-77.7% |
| Participant deferral / active EE | $1,940 | $5,622-65.5% | $5,060-61.7% | $6,689-71.0% |
| Admin fee / account holder | $615 | $9,745-93.7% | $8,388-92.7% | $13,390-95.4% |