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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 | $117,829-70.8% | $102,423-66.4% | $145,877-76.4% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 9.82% | 31.83%-22.0pp | 29.42%-19.6pp | 551.28%-541.5pp |
| Employer contribution / active EE | $2,387 | $3,615-34.0% | $3,023-21.0% | $4,663-48.8% |
| Participant deferral / active EE | $3,511 | $5,732-38.8% | $5,054-30.5% | $6,691-47.5% |
| Admin fee / account holder | $4,125 | $13,335-69.1% | $9,455-56.4% | $13,402-69.2% |