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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 | $32,894 | $95,415-65.5% | $185,851-82.3% | $85,851-61.7% |
| Participation rate | 51.9% | 68.8%-16.9pp | 81.7%-29.9pp | 69.3%-17.5pp |
| Annual return | 20.45% | 23.59%-3.1pp | 122.11%-101.7pp | 318.63%-298.2pp |
| Employer contribution / active EE | $1,526 | $3,314-54.0% | $5,168-70.5% | $2,565-40.5% |
| Participant deferral / active EE | $3,187 | $3,424-6.9% | $5,569-42.8% | $3,952-19.4% |
| Admin fee / account holder | $1,373 | $7,215-81.0% | $16,245-91.5% | $6,261-78.1% |