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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 | $29,431 | $110,337-73.3% | $102,383-71.3% | $145,877-79.8% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 17.67% | 24.83%-7.2pp | 24.94%-7.3pp | 551.28%-533.6pp |
| Employer contribution / active EE | $1,857 | $4,216-56.0% | $3,870-52.0% | $4,663-60.2% |
| Participant deferral / active EE | $3,162 | $5,621-43.7% | $5,060-37.5% | $6,691-52.7% |
| Admin fee / account holder | $373 | $9,750-96.2% | $8,391-95.6% | $13,402-97.2% |