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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 | $35,550 | $165,939-78.6% | $122,354-70.9% | $147,586-75.9% |
| Participation rate | 42.1% | 79.6%-37.5pp | 71.6%-29.5pp | 82.8%-40.7pp |
| Annual return | 19.06% | 34.56%-15.5pp | 30.28%-11.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $1,183 | $5,754-79.4% | $4,051-70.8% | $4,876-75.7% |
| Participant deferral / active EE | $3,899 | $4,005-2.7% | $3,287+18.6% | $5,439-28.3% |
| Admin fee / account holder | $7,671 | $7,425+3.3% | $5,479+40.0% | $10,886-29.5% |