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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 | $38,292 | $117,846-67.5% | $102,434-62.6% | $145,884-73.8% |
| Participation rate | 40.9% | 78.6%-37.7pp | 76.5%-35.6pp | 80.3%-39.4pp |
| Annual return | 12.05% | 31.90%-19.8pp | 29.46%-17.4pp | 551.85%-539.8pp |
| Employer contribution / active EE | $2,884 | $3,615-20.2% | $3,023-4.6% | $4,662-38.1% |
| Participant deferral / active EE | $4,933 | $5,733-14.0% | $5,055-2.4% | $6,690-26.3% |
| Admin fee / account holder | $14,492 | $13,356+8.5% | $9,462+53.2% | $13,392+8.2% |