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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 | $38,956 | $124,336-68.7% | $111,303-65.0% | $167,518-76.7% |
| Participation rate | 34.8% | 79.6%-44.8pp | 77.3%-42.5pp | 82.1%-47.3pp |
| Annual return | 13.21% | 37.45%-24.2pp | 54.66%-41.4pp | 478.71%-465.5pp |
| Employer contribution / active EE | $1,129 | $3,436-67.1% | $2,731-58.7% | $4,838-76.7% |
| Participant deferral / active EE | $2,113 | $5,181-59.2% | $4,487-52.9% | $6,342-66.7% |
| Admin fee / account holder | $9,065 | $10,623-14.7% | $7,966+13.8% | $12,312-26.4% |