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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% | $103,378-62.8% | $145,978-73.7% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 14.37% | 24.80%-10.4pp | 24.91%-10.5pp | 550.52%-536.1pp |
| Employer contribution / active EE | $2,898 | $4,215-31.3% | $3,870-25.1% | $4,662-37.8% |
| Participant deferral / active EE | $4,493 | $5,618-20.0% | $5,058-11.2% | $6,690-32.8% |
| Admin fee / account holder | $4,637 | $9,764-52.5% | $8,401-44.8% | $13,400-65.4% |