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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 | $35,965 | $77,416-53.5% | $69,464-48.2% | $152,897-76.5% |
| Participation rate | 68.8% | 78.1%-9.3pp | 74.6%-5.9pp | 82.5%-13.7pp |
| Annual return | 16.39% | 39.08%-22.7pp | 28.98%-12.6pp | 345.43%-329.0pp |
| Employer contribution / active EE | $1,742 | $3,315-47.4% | $2,779-37.3% | $4,764-63.4% |
| Participant deferral / active EE | $1,012 | $4,413-77.1% | $3,536-71.4% | $5,851-82.7% |
| Admin fee / account holder | $822 | $6,208-86.8% | $3,840-78.6% | $11,599-92.9% |