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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 | $32,622 | $117,846-72.3% | $102,434-68.2% | $145,884-77.6% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 12.06% | 31.90%-19.8pp | 29.46%-17.4pp | 551.85%-539.8pp |
| Employer contribution / active EE | $2,131 | $3,615-41.1% | $3,023-29.5% | $4,662-54.3% |
| Participant deferral / active EE | $4,951 | $5,733-13.6% | $5,055-2.0% | $6,690-26.0% |
| Admin fee / account holder | $6,392 | $13,356-52.1% | $9,462-32.4% | $13,392-52.3% |