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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 | $32,446 | $126,661-74.4% | $113,397-71.4% | $138,895-76.6% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.5%-32.1pp | 79.9%-35.5pp |
| Annual return | 16.31% | 25.05%-8.7pp | 23.20%-6.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $967 | $3,456-72.0% | $2,977-67.5% | $4,194-76.9% |
| Participant deferral / active EE | $2,234 | $5,693-60.8% | $5,076-56.0% | $6,396-65.1% |
| Admin fee / account holder | $3,603 | $14,549-75.2% | $11,957-69.9% | $12,562-71.3% |