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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 | $39,512 | $117,829-66.5% | $102,423-61.4% | $145,877-72.9% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 12.08% | 31.83%-19.7pp | 29.42%-17.3pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,449 | $3,615-59.9% | $3,023-52.1% | $4,663-68.9% |
| Participant deferral / active EE | $2,790 | $5,732-51.3% | $5,054-44.8% | $6,691-58.3% |
| Admin fee / account holder | $3,111 | $13,335-76.7% | $9,455-67.1% | $13,402-76.8% |