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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 | $31,414 | $135,956-76.9% | $123,894-74.6% | $273,972-88.5% |
| Participation rate | 27.3% | 84.1%-56.8pp | 81.4%-54.1pp | 83.0%-55.7pp |
| Annual return | 11.47% | 56.63%-45.2pp | 47.52%-36.0pp | 41.46%-30.0pp |
| Employer contribution / active EE | $1,895 | $5,170-63.4% | $4,617-59.0% | $4,869-61.1% |
| Participant deferral / active EE | $2,262 | $6,343-64.3% | $5,984-62.2% | $5,287-57.2% |
| Admin fee / account holder | $8,622 | $9,817-12.2% | $8,357+3.2% | $10,133-14.9% |