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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 | $39,787 | $127,779-68.9% | $106,551-62.7% | $167,518-76.2% |
| Participation rate | 65.2% | 78.3%-13.0pp | 76.1%-10.9pp | 82.1%-16.9pp |
| Annual return | 12.13% | 33.87%-21.7pp | 26.80%-14.7pp | 478.71%-466.6pp |
| Employer contribution / active EE | $1,434 | $3,427-58.2% | $2,819-49.1% | $4,838-70.4% |
| Participant deferral / active EE | $3,380 | $5,088-33.6% | $4,398-23.2% | $6,342-46.7% |
| Admin fee / account holder | $2,656 | $11,228-76.3% | $7,408-64.1% | $12,312-78.4% |