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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 | $35,923 | $110,379-67.5% | $102,412-64.9% | $145,884-75.4% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-18.9pp | 80.3%-24.7pp |
| Annual return | 11.45% | 24.84%-13.4pp | 24.94%-13.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $2,248 | $4,216-46.7% | $3,870-41.9% | $4,662-51.8% |
| Participant deferral / active EE | $4,037 | $5,622-28.2% | $5,060-20.2% | $6,690-39.7% |
| Admin fee / account holder | $2,348 | $9,745-75.9% | $8,388-72.0% | $13,392-82.5% |