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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 | $42,755 | $100,073-57.3% | $85,126-49.8% | $145,877-70.7% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.9pp | 80.3%-63.6pp |
| Annual return | 11.70% | 84.11%-72.4pp | 66.63%-54.9pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,505 | $3,236-53.5% | $2,731-44.9% | $4,663-67.7% |
| Participant deferral / active EE | $1,891 | $5,294-64.3% | $4,523-58.2% | $6,691-71.7% |
| Admin fee / account holder | $1,008 | $7,261-86.1% | $6,160-83.6% | $13,402-92.5% |