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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 | $34,746 | $139,948-75.2% | $121,663-71.4% | $154,746-77.5% |
| Participation rate | 55.6% | 78.0%-22.5pp | 74.5%-18.9pp | 80.7%-25.1pp |
| Annual return | 18.47% | 230.52%-212.0pp | 147.54%-129.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,229 | $3,521-65.1% | $3,020-59.3% | $4,379-71.9% |
| Participant deferral / active EE | $3,040 | $5,629-46.0% | $4,887-37.8% | $6,730-54.8% |
| Admin fee / account holder | $1,271 | $17,321-92.7% | $14,289-91.1% | $14,365-91.2% |