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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 | $33,020 | $80,332-58.9% | $107,187-69.2% | $64,097-48.5% |
| Participation rate | 38.1% | 54.4%-16.3pp | 75.0%-37.0pp | 55.2%-17.1pp |
| Annual return | 19.04% | 24.26%-5.2pp | 204.55%-185.5pp | 34.64%-15.6pp |
| Employer contribution / active EE | $1,575 | $2,501-37.0% | $3,782-58.4% | $1,891-16.7% |
| Participant deferral / active EE | $3,239 | $3,109+4.2% | $5,096-36.4% | $3,080+5.2% |
| Admin fee / account holder | $6,584 | $4,314+52.6% | $9,162-28.1% | $3,454+90.6% |