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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 | $38,796 | $111,814-65.3% | $103,374-62.5% | $145,959-73.4% |
| Participation rate | 56.5% | 77.9%-21.4pp | 74.5%-18.0pp | 80.3%-23.8pp |
| Annual return | 19.77% | 24.77%-5.0pp | 24.89%-5.1pp | 561.95%-542.2pp |
| Employer contribution / active EE | $1,832 | $4,214-56.5% | $3,869-52.7% | $4,661-60.7% |
| Participant deferral / active EE | $3,806 | $5,618-32.2% | $5,058-24.7% | $6,689-43.1% |
| Admin fee / account holder | $545 | $9,754-94.4% | $8,394-93.5% | $13,398-95.9% |