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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 | $33,634 | $117,846-71.5% | $102,434-67.2% | $145,884-76.9% |
| Participation rate | 68.2% | 78.6%-10.4pp | 76.5%-8.3pp | 80.3%-12.1pp |
| Annual return | 11.87% | 31.90%-20.0pp | 29.46%-17.6pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,842 | $3,615-49.0% | $3,023-39.1% | $4,662-60.5% |
| Participant deferral / active EE | $3,411 | $5,733-40.5% | $5,055-32.5% | $6,690-49.0% |
| Admin fee / account holder | $1,032 | $13,356-92.3% | $9,462-89.1% | $13,392-92.3% |