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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 | $31,043 | $90,486-65.7% | $78,676-60.5% | $273,972-88.7% |
| Participation rate | 41.7% | 76.5%-34.9pp | 73.6%-31.9pp | 83.0%-41.3pp |
| Annual return | 6.37% | 75.62%-69.3pp | 62.19%-55.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,458 | $3,175-54.1% | $2,850-48.8% | $4,869-70.0% |
| Participant deferral / active EE | $2,864 | $3,901-26.6% | $3,517-18.6% | $5,287-45.8% |
| Admin fee / account holder | $3,070 | $5,263-41.7% | $4,510-31.9% | $10,133-69.7% |