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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 | $34,421 | $117,895-70.8% | $102,460-66.4% | $145,897-76.4% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 9.82% | 31.92%-22.1pp | 29.47%-19.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $2,387 | $3,619-34.0% | $3,025-21.1% | $4,663-48.8% |
| Participant deferral / active EE | $3,511 | $5,736-38.8% | $5,056-30.6% | $6,689-47.5% |
| Admin fee / account holder | $4,125 | $13,353-69.1% | $9,460-56.4% | $13,390-69.2% |