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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 | $32,238 | $124,330-74.1% | $109,173-70.5% | $167,536-80.8% |
| Participation rate | 20.0% | 79.5%-59.5pp | 75.9%-55.9pp | 82.1%-62.1pp |
| Annual return | 20.51% | 26.04%-5.5pp | 25.75%-5.2pp | 478.82%-458.3pp |
| Employer contribution / active EE | $1,282 | $4,209-69.5% | $3,723-65.6% | $4,839-73.5% |
| Participant deferral / active EE | $3,158 | $5,256-39.9% | $4,654-32.1% | $6,342-50.2% |
| Admin fee / account holder | $917 | $7,974-88.5% | $6,755-86.4% | $12,315-92.6% |