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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 | $34,956 | $135,956-74.3% | $123,894-71.8% | $273,972-87.2% |
| Participation rate | 45.8% | 84.1%-38.2pp | 81.4%-35.6pp | 83.0%-37.2pp |
| Annual return | 5.08% | 56.63%-51.5pp | 47.52%-42.4pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,594 | $5,170-69.2% | $4,617-65.5% | $4,869-67.3% |
| Participant deferral / active EE | $3,371 | $6,343-46.9% | $5,984-43.7% | $5,287-36.2% |
| Admin fee / account holder | $1,036 | $9,817-89.4% | $8,357-87.6% | $10,133-89.8% |