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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 | $38,026 | $102,938-63.1% | $94,105-59.6% | $138,895-72.6% |
| Participation rate | 33.3% | 74.6%-41.3pp | 71.9%-38.6pp | 79.9%-46.6pp |
| Annual return | 10.34% | 250.28%-239.9pp | 204.55%-194.2pp | 145.39%-135.1pp |
| Employer contribution / active EE | $658 | $2,732-75.9% | $2,504-73.7% | $4,194-84.3% |
| Participant deferral / active EE | $1,745 | $4,196-58.4% | $3,881-55.0% | $6,396-72.7% |
| Admin fee / account holder | $8,874 | $6,600+34.5% | $6,199+43.1% | $12,562-29.4% |