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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 | $33,112 | $91,559-63.8% | $133,971-75.3% | $79,852-58.5% |
| Participation rate | 52.6% | 73.3%-20.7pp | 79.8%-27.2pp | 69.6%-17.0pp |
| Annual return | 19.75% | 61.85%-42.1pp | 45.09%-25.3pp | 31.72%-12.0pp |
| Employer contribution / active EE | $1,473 | $2,384-38.2% | $3,919-62.4% | $2,471-40.4% |
| Participant deferral / active EE | $3,176 | $3,734-14.9% | $5,047-37.1% | $3,740-15.1% |
| Admin fee / account holder | $1,153 | $6,321-81.8% | $8,929-87.1% | $5,306-78.3% |