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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 | $29,652 | $153,311-80.7% | $109,313-72.9% | $273,972-89.2% |
| Participation rate | 52.4% | 80.1%-27.7pp | 71.3%-18.9pp | 83.0%-30.6pp |
| Annual return | 9.99% | 29.86%-19.9pp | 22.07%-12.1pp | 41.46%-31.5pp |
| Employer contribution / active EE | $1,370 | $5,619-75.6% | $3,892-64.8% | $4,869-71.9% |
| Participant deferral / active EE | $2,324 | $3,932-40.9% | $3,166-26.6% | $5,287-56.1% |
| Admin fee / account holder | $3,568 | $8,076-55.8% | $5,666-37.0% | $10,133-64.8% |