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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 | $32,442 | $77,416-58.1% | $69,464-53.3% | $152,897-78.8% |
| Participation rate | 69.2% | 78.1%-8.9pp | 74.6%-5.4pp | 82.5%-13.2pp |
| Annual return | 18.53% | 39.08%-20.5pp | 28.98%-10.5pp | 345.43%-326.9pp |
| Employer contribution / active EE | $1,019 | $3,315-69.3% | $2,779-63.3% | $4,764-78.6% |
| Participant deferral / active EE | $1,019 | $4,413-76.9% | $3,536-71.2% | $5,851-82.6% |
| Admin fee / account holder | $1,073 | $6,208-82.7% | $3,840-72.1% | $11,599-90.8% |