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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 | $30,055 | $65,367-54.0% | $92,915-67.7% | $72,976-58.8% |
| Participation rate | 30.6% | 68.3%-37.8pp | 76.0%-45.4pp | 69.5%-38.9pp |
| Annual return | 23.34% | 42.11%-18.8pp | 109.45%-86.1pp | 81.02%-57.7pp |
| Employer contribution / active EE | $1,128 | $2,594-56.5% | $3,653-69.1% | $2,440-53.8% |
| Participant deferral / active EE | $2,003 | $3,128-36.0% | $4,238-52.7% | $3,608-44.5% |
| Admin fee / account holder | $1,776 | $4,251-58.2% | $5,796-69.4% | $5,124-65.3% |