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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 | $34,939 | $110,410-68.4% | $102,437-65.9% | $145,897-76.1% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 14.88% | 24.85%-10.0pp | 24.95%-10.1pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,887 | $4,217-55.2% | $3,871-51.2% | $4,663-59.5% |
| Participant deferral / active EE | $3,029 | $5,622-46.1% | $5,060-40.1% | $6,689-54.7% |
| Admin fee / account holder | $3,144 | $9,745-67.7% | $8,388-62.5% | $13,390-76.5% |