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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 | $33,986 | $104,694-67.5% | $85,709-60.3% | $167,536-79.7% |
| Participation rate | 42.9% | 76.4%-33.5pp | 69.9%-27.0pp | 82.1%-39.3pp |
| Annual return | 13.93% | 21.45%-7.5pp | 21.49%-7.6pp | 478.82%-464.9pp |
| Employer contribution / active EE | $1,271 | $3,337-61.9% | $2,619-51.5% | $4,839-73.7% |
| Participant deferral / active EE | $3,295 | $4,826-31.7% | $3,924-16.0% | $6,342-48.1% |
| Admin fee / account holder | $6,785 | $10,035-32.4% | $6,876-1.3% | $12,315-44.9% |