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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 | $35,880 | $55,902-35.8% | $76,030-52.8% | $80,959-55.7% |
| Participation rate | 51.9% | 62.1%-10.2pp | 69.1%-17.2pp | 67.7%-15.8pp |
| Annual return | 11.67% | 20.59%-8.9pp | 361.54%-349.9pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,208 | $1,867-35.3% | $2,688-55.0% | $2,757-56.2% |
| Participant deferral / active EE | $2,695 | $3,051-11.6% | $4,257-36.7% | $4,300-37.3% |
| Admin fee / account holder | $2,776 | $5,239-47.0% | $6,421-56.8% | $6,925-59.9% |