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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 | $55,930-16.6% | $76,089-38.7% | $80,925-42.3% |
| Participation rate | 33.3% | 62.1%-28.7pp | 69.1%-35.8pp | 67.7%-34.3pp |
| Annual return | 12.99% | 20.58%-7.6pp | 360.94%-347.9pp | 35.65%-22.7pp |
| Employer contribution / active EE | $1,165 | $1,866-37.6% | $2,690-56.7% | $2,756-57.7% |
| Participant deferral / active EE | $3,939 | $3,051+29.1% | $4,259-7.5% | $4,299-8.4% |
| Admin fee / account holder | $2,826 | $5,241-46.1% | $6,418-56.0% | $6,940-59.3% |