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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 | $38,774 | $110,337-64.9% | $102,383-62.1% | $145,877-73.4% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 12.19% | 24.83%-12.6pp | 24.94%-12.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,619 | $4,216-61.6% | $3,870-58.2% | $4,663-65.3% |
| Participant deferral / active EE | $4,496 | $5,621-20.0% | $5,060-11.1% | $6,691-32.8% |
| Admin fee / account holder | $4,336 | $9,750-55.5% | $8,391-48.3% | $13,402-67.6% |