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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 | $33,951 | $99,053-65.7% | $88,179-61.5% | $138,895-75.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.1%-35.8pp | 79.9%-46.6pp |
| Annual return | 20.79% | 78.17%-57.4pp | 64.97%-44.2pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,316 | $2,882-54.3% | $2,549-48.4% | $4,194-68.6% |
| Participant deferral / active EE | $2,771 | $5,225-47.0% | $4,614-39.9% | $6,396-56.7% |
| Admin fee / account holder | $2,625 | $8,748-70.0% | $7,673-65.8% | $12,562-79.1% |