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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 | $32,835 | $76,407-57.0% | $150,298-78.2% | $82,448-60.2% |
| Participation rate | 41.2% | 66.4%-25.2pp | 77.8%-36.6pp | 68.1%-26.9pp |
| Annual return | 21.93% | 39.99%-18.1pp | 62.79%-40.9pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,334 | $2,614-49.0% | $4,154-67.9% | $2,551-47.7% |
| Participant deferral / active EE | $3,902 | $3,214+21.4% | $5,453-28.4% | $4,139-5.7% |
| Admin fee / account holder | $3,134 | $6,352-50.7% | $14,116-77.8% | $7,234-56.7% |