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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 | $46,660 | $55,902-16.5% | $76,030-38.6% | $80,959-42.4% |
| Participation rate | 33.3% | 62.1%-28.7pp | 69.1%-35.7pp | 67.7%-34.3pp |
| Annual return | 12.99% | 20.59%-7.6pp | 361.54%-348.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,165 | $1,867-37.6% | $2,688-56.6% | $2,757-57.7% |
| Participant deferral / active EE | $3,939 | $3,051+29.1% | $4,257-7.5% | $4,300-8.4% |
| Admin fee / account holder | $2,826 | $5,239-46.1% | $6,421-56.0% | $6,925-59.2% |