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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 | $39,081 | $72,269-45.9% | $101,271-61.4% | $79,852-51.1% |
| Participation rate | 56.9% | 68.5%-11.5pp | 75.8%-18.9pp | 69.6%-12.7pp |
| Annual return | 22.26% | 22.29%0pp | 46.48%-24.2pp | 31.72%-9.5pp |
| Employer contribution / active EE | $1,735 | $2,692-35.6% | $3,660-52.6% | $2,471-29.8% |
| Participant deferral / active EE | $2,827 | $3,282-13.8% | $4,371-35.3% | $3,740-24.4% |
| Admin fee / account holder | $1,393 | $4,401-68.4% | $5,948-76.6% | $5,306-73.8% |