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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 | $35,330 | $183,592-80.8% | $155,574-77.3% | $145,877-75.8% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 12.70% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,748 | $5,317-67.1% | $4,676-62.6% | $4,663-62.5% |
| Participant deferral / active EE | $3,242 | $6,466-49.9% | $5,629-42.4% | $6,691-51.5% |
| Admin fee / account holder | $2,176 | $19,316-88.7% | $15,914-86.3% | $13,402-83.8% |