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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 | $106,588-69.6% | $94,215-65.6% | $155,188-79.1% |
| Participation rate | 58.8% | 74.3%-15.5pp | 70.0%-11.1pp | 80.8%-22.0pp |
| Annual return | 16.81% | 29.39%-12.6pp | 28.22%-11.4pp | 148.84%-132.0pp |
| Employer contribution / active EE | $586 | $3,080-81.0% | $2,675-78.1% | $4,248-86.2% |
| Participant deferral / active EE | $1,641 | $4,802-65.8% | $4,276-61.6% | $6,531-74.9% |
| Admin fee / account holder | $412 | $12,281-96.6% | $10,216-96.0% | $14,480-97.2% |