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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 | $32,723 | $111,814-70.7% | $103,378-68.3% | $145,978-77.6% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 11.42% | 24.80%-13.4pp | 24.91%-13.5pp | 550.52%-539.1pp |
| Employer contribution / active EE | $1,115 | $4,215-73.5% | $3,870-71.2% | $4,662-76.1% |
| Participant deferral / active EE | $3,585 | $5,618-36.2% | $5,058-29.1% | $6,690-46.4% |
| Admin fee / account holder | $1,300 | $9,764-86.7% | $8,401-84.5% | $13,400-90.3% |