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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 | $29,232 | $106,247-72.5% | $96,515-69.7% | $139,466-79.0% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.3%-32.7pp | 80.3%-38.7pp |
| Annual return | 15.52% | 38.47%-22.9pp | 35.73%-20.2pp | 373.66%-358.1pp |
| Employer contribution / active EE | $1,073 | $4,106-73.9% | $3,740-71.3% | $4,754-77.4% |
| Participant deferral / active EE | $2,369 | $5,456-56.6% | $4,880-51.4% | $6,712-64.7% |
| Admin fee / account holder | $1,790 | $7,885-77.3% | $6,735-73.4% | $11,409-84.3% |