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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 | $58,220 | $48,327+20.5% | $67,575-13.8% | $80,935-28.1% |
| Participation rate | 32.4% | 66.4%-34.0pp | 72.9%-40.5pp | 67.7%-35.3pp |
| Annual return | 17.38% | 18.31%-0.9pp | 3528.98%-3511.6pp | 35.66%-18.3pp |
| Employer contribution / active EE | $972 | $2,022-51.9% | $2,736-64.5% | $2,757-64.7% |
| Participant deferral / active EE | $2,112 | $2,927-27.9% | $4,003-47.3% | $4,299-50.9% |
| Admin fee / account holder | $2,688 | $3,692-27.2% | $3,993-32.7% | $6,924-61.2% |