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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 | $35,696 | $127,296-72.0% | $109,907-67.5% | $167,536-78.7% |
| Participation rate | 46.7% | 77.9%-31.2pp | 74.2%-27.6pp | 82.1%-35.4pp |
| Annual return | 17.63% | 22.97%-5.3pp | 29.46%-11.8pp | 478.82%-461.2pp |
| Employer contribution / active EE | $787 | $3,325-76.3% | $2,844-72.3% | $4,839-83.7% |
| Participant deferral / active EE | $2,199 | $4,513-51.3% | $4,047-45.7% | $6,342-65.3% |
| Admin fee / account holder | $1,140 | $7,119-84.0% | $6,069-81.2% | $12,315-90.7% |