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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 | $27,940 | $108,882-74.3% | $96,754-71.1% | $154,746-81.9% |
| Participation rate | 33.3% | 75.1%-41.7pp | 70.3%-36.9pp | 80.7%-47.4pp |
| Annual return | 21.73% | 98.39%-76.7pp | 82.04%-60.3pp | 172.34%-150.6pp |
| Employer contribution / active EE | $1,157 | $3,018-61.7% | $2,679-56.8% | $4,379-73.6% |
| Participant deferral / active EE | $1,395 | $5,323-73.8% | $4,758-70.7% | $6,730-79.3% |
| Admin fee / account holder | $4,715 | $10,200-53.8% | $8,905-47.1% | $14,365-67.2% |