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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 | $57,212 | $100,970-43.3% | $96,576-40.8% | $137,256-58.3% |
| Participation rate | 36.4% | 82.6%-46.2pp | 81.4%-45.1pp | 80.0%-43.6pp |
| Annual return | 16.04% | 38.16%-22.1pp | 38.47%-22.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,317 | $3,809-65.4% | $3,553-62.9% | $4,156-68.3% |
| Participant deferral / active EE | $2,447 | $8,286-70.5% | $7,956-69.2% | $6,407-61.8% |
| Admin fee / account holder | $329 | $11,312-97.1% | $11,381-97.1% | $12,270-97.3% |