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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 | $58,136 | $103,164-43.6% | $90,259-35.6% | $154,746-62.4% |
| Participation rate | 39.1% | 76.1%-37.0pp | 70.7%-31.6pp | 80.7%-41.6pp |
| Annual return | 14.67% | 19.25%-4.6pp | 18.88%-4.2pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,004 | $2,532-60.4% | $2,291-56.2% | $4,379-77.1% |
| Participant deferral / active EE | $2,288 | $4,422-48.3% | $3,827-40.2% | $6,730-66.0% |
| Admin fee / account holder | $916 | $8,593-89.3% | $7,267-87.4% | $14,365-93.6% |