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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 | $32,743 | $106,247-69.2% | $96,515-66.1% | $139,466-76.5% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 20.85% | 38.47%-17.6pp | 35.73%-14.9pp | 373.66%-352.8pp |
| Employer contribution / active EE | $3,429 | $4,106-16.5% | $3,740-8.3% | $4,754-27.9% |
| Participant deferral / active EE | $5,061 | $5,456-7.2% | $4,880+3.7% | $6,712-24.6% |
| Admin fee / account holder | $3,489 | $7,885-55.8% | $6,735-48.2% | $11,409-69.4% |