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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 | $33,784 | $93,345-63.8% | $119,126-71.6% | $87,485-61.4% |
| Participation rate | 36.3% | 68.7%-32.5pp | 75.8%-39.5pp | 68.9%-32.7pp |
| Annual return | 16.29% | 19.08%-2.8pp | 282.11%-265.8pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,048 | $3,172-67.0% | $4,034-74.0% | $2,596-59.6% |
| Participant deferral / active EE | $2,173 | $4,099-47.0% | $5,318-59.1% | $4,274-49.2% |
| Admin fee / account holder | $4,637 | $8,039-42.3% | $10,693-56.6% | $7,775-40.4% |