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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 | $34,771 | $172,111-79.8% | $150,298-76.9% | $137,256-74.7% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 13.20% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,541 | $4,636-66.8% | $4,154-62.9% | $4,156-62.9% |
| Participant deferral / active EE | $2,476 | $6,166-59.8% | $5,453-54.6% | $6,407-61.4% |
| Admin fee / account holder | $1,872 | $16,471-88.6% | $14,116-86.7% | $12,270-84.7% |