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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 | $36,542 | $103,393-64.7% | $87,103-58.0% | $152,909-76.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 27.24% | 28.10%-0.9pp | 28.19%-1.0pp | 345.46%-318.2pp |
| Employer contribution / active EE | $766 | $3,221-76.2% | $2,521-69.6% | $4,764-83.9% |
| Participant deferral / active EE | $4,160 | $4,778-12.9% | $4,049+2.7% | $5,851-28.9% |
| Admin fee / account holder | $442 | $12,195-96.4% | $7,491-94.1% | $11,601-96.2% |