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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 | $32,603 | $114,013-71.4% | $103,693-68.6% | $155,188-79.0% |
| Participation rate | 40.9% | 75.2%-34.3pp | 72.6%-31.7pp | 80.8%-39.9pp |
| Annual return | 25.87% | 49.31%-23.4pp | 47.61%-21.7pp | 148.84%-123.0pp |
| Employer contribution / active EE | $1,078 | $3,131-65.6% | $2,920-63.1% | $4,248-74.6% |
| Participant deferral / active EE | $1,601 | $4,970-67.8% | $4,579-65.0% | $6,531-75.5% |
| Admin fee / account holder | $645 | $8,407-92.3% | $7,858-91.8% | $14,480-95.5% |