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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 | $39,026 | $182,442-78.6% | $163,379-76.1% | $138,895-71.9% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 11.80% | 72.74%-60.9pp | 63.41%-51.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $1,302 | $4,159-68.7% | $3,752-65.3% | $4,194-69.0% |
| Participant deferral / active EE | $2,351 | $6,817-65.5% | $6,282-62.6% | $6,396-63.2% |
| Admin fee / account holder | $8,121 | $10,396-21.9% | $9,818-17.3% | $12,562-35.4% |