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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 | $33,066 | $46,877-29.5% | $122,354-73.0% | $70,126-52.8% |
| Participation rate | 42.1% | 58.2%-16.1pp | 71.6%-29.5pp | 69.5%-27.4pp |
| Annual return | 13.37% | 24.22%-10.9pp | 30.28%-16.9pp | 73.15%-59.8pp |
| Employer contribution / active EE | $512 | $1,288-60.2% | $4,051-87.4% | $2,343-78.1% |
| Participant deferral / active EE | $1,905 | $2,167-12.1% | $3,287-42.1% | $3,332-42.8% |
| Admin fee / account holder | $597 | $3,324-82.0% | $5,479-89.1% | $4,645-87.1% |