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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 | $36,347 | $110,410-67.1% | $102,437-64.5% | $145,897-75.1% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.8pp |
| Annual return | 11.53% | 24.85%-13.3pp | 24.95%-13.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,764 | $4,217-58.2% | $3,871-54.4% | $4,663-62.2% |
| Participant deferral / active EE | $3,137 | $5,622-44.2% | $5,060-38.0% | $6,689-53.1% |
| Admin fee / account holder | $3,022 | $9,745-69.0% | $8,388-64.0% | $13,390-77.4% |