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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 | $31,368 | $124,425-74.8% | $112,040-72.0% | $137,256-77.1% |
| Participation rate | 56.3% | 79.3%-23.1pp | 76.5%-20.2pp | 80.0%-23.7pp |
| Annual return | 16.43% | 24.72%-8.3pp | 24.52%-8.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,433 | $3,411-58.0% | $2,954-51.5% | $4,156-65.5% |
| Participant deferral / active EE | $1,994 | $5,718-65.1% | $5,098-60.9% | $6,407-68.9% |
| Admin fee / account holder | $812 | $15,207-94.7% | $12,098-93.3% | $12,270-93.4% |