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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 | $36,842 | $98,760-62.7% | $149,715-75.4% | $79,858-53.9% |
| Participation rate | 69.7% | 75.8%-6.1pp | 82.5%-12.8pp | 69.6%+0.1pp |
| Annual return | 16.53% | 27.43%-10.9pp | 276.66%-260.1pp | 31.72%-15.2pp |
| Employer contribution / active EE | $1,340 | $3,217-58.4% | $4,645-71.2% | $2,471-45.8% |
| Participant deferral / active EE | $3,285 | $5,681-42.2% | $6,842-52.0% | $3,740-12.2% |
| Admin fee / account holder | $1,012 | $6,053-83.3% | $9,310-89.1% | $5,306-80.9% |