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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 | $32,958 | $98,240-66.5% | $82,312-60.0% | $147,586-77.7% |
| Participation rate | 42.9% | 79.7%-36.9pp | 76.9%-34.0pp | 82.8%-40.0pp |
| Annual return | 14.62% | 30.85%-16.2pp | 25.88%-11.3pp | 578.59%-564.0pp |
| Employer contribution / active EE | $1,886 | $3,192-40.9% | $2,428-22.4% | $4,876-61.3% |
| Participant deferral / active EE | $3,675 | $4,383-16.2% | $3,706-0.8% | $5,439-32.4% |
| Admin fee / account holder | $2,718 | $8,563-68.3% | $5,608-51.5% | $10,886-75.0% |