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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 | $32,417 | $107,733-69.9% | $92,985-65.1% | $154,746-79.1% |
| Participation rate | 58.8% | 74.6%-15.7pp | 69.5%-10.7pp | 80.7%-21.9pp |
| Annual return | 16.81% | 30.39%-13.6pp | 27.99%-11.2pp | 172.34%-155.5pp |
| Employer contribution / active EE | $586 | $3,126-81.3% | $2,662-78.0% | $4,379-86.6% |
| Participant deferral / active EE | $1,641 | $5,053-67.5% | $4,377-62.5% | $6,730-75.6% |
| Admin fee / account holder | $412 | $11,369-96.4% | $9,463-95.6% | $14,365-97.1% |