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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 | $38,760 | $89,367-56.6% | $141,191-72.5% | $72,975-46.9% |
| Participation rate | 52.8% | 75.1%-22.3pp | 82.5%-29.7pp | 69.5%-16.7pp |
| Annual return | 22.49% | 111.87%-89.4pp | 71.41%-48.9pp | 81.01%-58.5pp |
| Employer contribution / active EE | $1,302 | $3,115-58.2% | $4,736-72.5% | $2,440-46.7% |
| Participant deferral / active EE | $3,073 | $5,419-43.3% | $6,710-54.2% | $3,608-14.8% |
| Admin fee / account holder | $1,714 | $5,957-71.2% | $10,264-83.3% | $5,124-66.6% |