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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 | $38,415 | $111,814-65.6% | $103,374-62.8% | $145,959-73.7% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 14.37% | 24.77%-10.4pp | 24.89%-10.5pp | 561.95%-547.6pp |
| Employer contribution / active EE | $2,898 | $4,214-31.2% | $3,869-25.1% | $4,661-37.8% |
| Participant deferral / active EE | $4,493 | $5,618-20.0% | $5,058-11.2% | $6,689-32.8% |
| Admin fee / account holder | $4,637 | $9,754-52.5% | $8,394-44.8% | $13,398-65.4% |