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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 | $32,633 | $77,638-58.0% | $156,551-79.2% | $62,881-48.1% |
| Participation rate | 57.1% | 71.2%-14.1pp | 84.0%-26.9pp | 69.3%-12.2pp |
| Annual return | 12.92% | 50.33%-37.4pp | 32.23%-19.3pp | 20.14%-7.2pp |
| Employer contribution / active EE | $1,422 | $3,444-58.7% | $5,501-74.2% | $2,281-37.7% |
| Participant deferral / active EE | $3,578 | $3,046+17.5% | $4,871-26.6% | $3,203+11.7% |
| Admin fee / account holder | $512 | $5,561-90.8% | $13,028-96.1% | $4,296-88.1% |