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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 | $36,512 | $93,345-60.9% | $119,126-69.3% | $87,485-58.3% |
| Participation rate | 58.0% | 68.7%-10.8pp | 75.8%-17.8pp | 68.9%-11.0pp |
| Annual return | 16.14% | 19.08%-2.9pp | 282.11%-266.0pp | 26.06%-9.9pp |
| Employer contribution / active EE | $1,535 | $3,172-51.6% | $4,034-61.9% | $2,596-40.9% |
| Participant deferral / active EE | $3,722 | $4,099-9.2% | $5,318-30.0% | $4,274-12.9% |
| Admin fee / account holder | $5,110 | $8,039-36.4% | $10,693-52.2% | $7,775-34.3% |