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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 | $34,445 | $88,672-61.2% | $105,223-67.3% | $82,448-58.2% |
| Participation rate | 36.0% | 67.9%-31.9pp | 75.0%-39.0pp | 68.1%-32.1pp |
| Annual return | 22.30% | 30.86%-8.6pp | 180.65%-158.3pp | 41.64%-19.3pp |
| Employer contribution / active EE | $1,285 | $3,048-57.8% | $3,689-65.2% | $2,551-49.6% |
| Participant deferral / active EE | $3,149 | $4,036-22.0% | $5,072-37.9% | $4,139-23.9% |
| Admin fee / account holder | $3,253 | $7,146-54.5% | $8,859-63.3% | $7,234-55.0% |