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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 | $33,737 | $107,666-68.7% | $102,184-67.0% | $154,746-78.2% |
| Participation rate | 45.0% | 83.7%-38.7pp | 82.6%-37.6pp | 80.7%-35.7pp |
| Annual return | 22.19% | 29.33%-7.1pp | 31.58%-9.4pp | 172.34%-150.1pp |
| Employer contribution / active EE | $1,400 | $3,846-63.6% | $3,594-61.0% | $4,379-68.0% |
| Participant deferral / active EE | $4,606 | $8,719-47.2% | $8,309-44.6% | $6,730-31.6% |
| Admin fee / account holder | $1,197 | $12,943-90.7% | $11,609-89.7% | $14,365-91.7% |