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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 | $30,247 | $162,821-81.4% | $133,978-77.4% | $158,982-81.0% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 13.07% | 41.95%-28.9pp | 45.10%-32.0pp | 302.99%-289.9pp |
| Employer contribution / active EE | $1,434 | $4,976-71.2% | $3,919-63.4% | $4,763-69.9% |
| Participant deferral / active EE | $3,682 | $5,910-37.7% | $5,047-27.1% | $5,983-38.5% |
| Admin fee / account holder | $9,970 | $11,742-15.1% | $8,930+11.6% | $11,252-11.4% |