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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 | $36,173 | $78,672-54.0% | $109,163-66.9% | $85,856-57.9% |
| Participation rate | 38.2% | 68.3%-30.1pp | 75.9%-37.7pp | 69.3%-31.1pp |
| Annual return | 14.10% | 25.09%-11.0pp | 25.75%-11.7pp | 318.58%-304.5pp |
| Employer contribution / active EE | $1,659 | $2,734-39.3% | $3,723-55.4% | $2,565-35.3% |
| Participant deferral / active EE | $2,227 | $3,467-35.8% | $4,654-52.1% | $3,952-43.6% |
| Admin fee / account holder | $3,321 | $5,470-39.3% | $6,754-50.8% | $6,261-47.0% |