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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 | $32,584 | $48,327-32.6% | $67,575-51.8% | $80,935-59.7% |
| Participation rate | 69.5% | 66.4%+3.1pp | 72.9%-3.4pp | 67.7%+1.8pp |
| Annual return | 13.13% | 18.31%-5.2pp | 3528.98%-3515.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $813 | $2,022-59.8% | $2,736-70.3% | $2,757-70.5% |
| Participant deferral / active EE | $2,321 | $2,927-20.7% | $4,003-42.0% | $4,299-46.0% |
| Admin fee / account holder | $5,649 | $3,692+53.0% | $3,993+41.5% | $6,924-18.4% |