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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 | $40,294 | $45,343-11.1% | $150,298-73.2% | $67,986-40.7% |
| Participation rate | 24.3% | 51.9%-27.5pp | 77.8%-53.4pp | 57.2%-32.9pp |
| Annual return | 17.08% | 33.28%-16.2pp | 62.79%-45.7pp | 31.67%-14.6pp |
| Employer contribution / active EE | $283 | $1,462-80.6% | $4,154-93.2% | $2,019-86.0% |
| Participant deferral / active EE | $1,146 | $2,055-44.2% | $5,453-79.0% | $3,358-65.9% |
| Admin fee / account holder | $1,166 | $2,250-48.2% | $14,116-91.7% | $3,203-63.6% |