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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 | $35,384 | $108,882-67.5% | $96,754-63.4% | $154,746-77.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 19.02% | 98.39%-79.4pp | 82.04%-63.0pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,337 | $3,018-55.7% | $2,679-50.1% | $4,379-69.5% |
| Participant deferral / active EE | $2,385 | $5,323-55.2% | $4,758-49.9% | $6,730-64.6% |
| Admin fee / account holder | $2,097 | $10,200-79.4% | $8,905-76.5% | $14,365-85.4% |