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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 | $38,138 | $110,212-65.4% | $96,534-60.5% | $139,466-72.7% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 17.18% | 26.42%-9.2pp | 25.88%-8.7pp | 373.66%-356.5pp |
| Employer contribution / active EE | $1,551 | $3,620-57.2% | $2,965-47.7% | $4,754-67.4% |
| Participant deferral / active EE | $3,771 | $5,547-32.0% | $4,851-22.3% | $6,712-43.8% |
| Admin fee / account holder | $9,366 | $11,599-19.2% | $8,253+13.5% | $11,409-17.9% |