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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 | $32,306 | $117,904-72.6% | $102,457-68.5% | $145,978-77.9% |
| Participation rate | 61.5% | 78.6%-17.1pp | 76.5%-15.0pp | 80.3%-18.8pp |
| Annual return | 13.97% | 31.80%-17.8pp | 29.41%-15.4pp | 550.52%-536.6pp |
| Employer contribution / active EE | $1,180 | $3,613-67.3% | $3,022-60.9% | $4,662-74.7% |
| Participant deferral / active EE | $1,985 | $5,733-65.4% | $5,054-60.7% | $6,690-70.3% |
| Admin fee / account holder | $435 | $13,329-96.7% | $9,451-95.4% | $13,400-96.8% |