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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 | $38,024 | $116,203-67.3% | $93,621-59.4% | $152,909-75.1% |
| Participation rate | 43.5% | 78.1%-34.6pp | 75.8%-32.4pp | 82.5%-39.0pp |
| Annual return | 10.28% | 35.96%-25.7pp | 32.76%-22.5pp | 345.46%-335.2pp |
| Employer contribution / active EE | $1,358 | $3,219-57.8% | $2,719-50.0% | $4,764-71.5% |
| Participant deferral / active EE | $1,686 | $4,605-63.4% | $4,070-58.6% | $5,851-71.2% |
| Admin fee / account holder | $2,448 | $10,751-77.2% | $7,890-69.0% | $11,601-78.9% |