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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 | $31,699 | $89,367-64.5% | $141,191-77.5% | $72,975-56.6% |
| Participation rate | 55.8% | 75.1%-19.3pp | 82.5%-26.7pp | 69.5%-13.7pp |
| Annual return | 23.23% | 111.87%-88.6pp | 71.41%-48.2pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,602 | $3,115-48.6% | $4,736-66.2% | $2,440-34.4% |
| Participant deferral / active EE | $4,311 | $5,419-20.4% | $6,710-35.8% | $3,608+19.5% |
| Admin fee / account holder | $4,666 | $5,957-21.7% | $10,264-54.5% | $5,124-8.9% |