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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 | $32,882 | $88,672-62.9% | $105,223-68.8% | $82,448-60.1% |
| Participation rate | 42.1% | 67.9%-25.8pp | 75.0%-32.9pp | 68.1%-26.0pp |
| Annual return | 20.77% | 30.86%-10.1pp | 180.65%-159.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,166 | $3,048-61.7% | $3,689-68.4% | $2,551-54.3% |
| Participant deferral / active EE | $1,910 | $4,036-52.7% | $5,072-62.3% | $4,139-53.9% |
| Admin fee / account holder | $882 | $7,146-87.7% | $8,859-90.0% | $7,234-87.8% |