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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 | $35,347 | $45,343-22.0% | $150,298-76.5% | $67,986-48.0% |
| Participation rate | 41.9% | 51.9%-10.0pp | 77.8%-35.9pp | 57.2%-15.3pp |
| Annual return | 11.90% | 33.28%-21.4pp | 62.79%-50.9pp | 31.67%-19.8pp |
| Employer contribution / active EE | $1,025 | $1,462-29.9% | $4,154-75.3% | $2,019-49.2% |
| Participant deferral / active EE | $990 | $2,055-51.8% | $5,453-81.8% | $3,358-70.5% |
| Admin fee / account holder | $2,122 | $2,250-5.7% | $14,116-85.0% | $3,203-33.7% |