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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 | $26,181 | $107,733-75.7% | $92,985-71.8% | $154,746-83.1% |
| Participation rate | 34.8% | 74.6%-39.8pp | 69.5%-34.7pp | 80.7%-45.9pp |
| Annual return | 22.18% | 30.39%-8.2pp | 27.99%-5.8pp | 172.34%-150.2pp |
| Employer contribution / active EE | $1,047 | $3,126-66.5% | $2,662-60.7% | $4,379-76.1% |
| Participant deferral / active EE | $2,432 | $5,053-51.9% | $4,377-44.4% | $6,730-63.9% |
| Admin fee / account holder | $3,605 | $11,369-68.3% | $9,463-61.9% | $14,365-74.9% |