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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 | $33,755 | $111,535-69.7% | $105,223-67.9% | $137,256-75.4% |
| Participation rate | 52.2% | 78.1%-25.9pp | 75.0%-22.9pp | 80.0%-27.8pp |
| Annual return | 17.74% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,558 | $3,939-60.4% | $3,689-57.7% | $4,156-62.5% |
| Participant deferral / active EE | $1,971 | $5,500-64.2% | $5,072-61.1% | $6,407-69.2% |
| Admin fee / account holder | $6,454 | $9,721-33.6% | $8,859-27.1% | $12,270-47.4% |