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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 | $34,978 | $176,402-80.2% | $134,162-73.9% | $158,966-78.0% |
| Participation rate | 61.9% | 78.7%-16.8pp | 72.2%-10.3pp | 82.0%-20.1pp |
| Annual return | 7.29% | 63.66%-56.4pp | 36.35%-29.1pp | 302.95%-295.7pp |
| Employer contribution / active EE | $2,760 | $5,042-45.3% | $3,705-25.5% | $4,762-42.0% |
| Participant deferral / active EE | $1,345 | $4,093-67.1% | $3,500-61.6% | $5,983-77.5% |
| Admin fee / account holder | $4,926 | $8,719-43.5% | $6,685-26.3% | $11,250-56.2% |