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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 | $31,835 | $45,343-29.8% | $150,298-78.8% | $67,986-53.2% |
| Participation rate | 47.7% | 51.9%-4.2pp | 77.8%-30.1pp | 57.2%-9.6pp |
| Annual return | 16.57% | 33.28%-16.7pp | 62.79%-46.2pp | 31.67%-15.1pp |
| Employer contribution / active EE | $860 | $1,462-41.2% | $4,154-79.3% | $2,019-57.4% |
| Participant deferral / active EE | $1,158 | $2,055-43.6% | $5,453-78.8% | $3,358-65.5% |
| Admin fee / account holder | $1,542 | $2,250-31.5% | $14,116-89.1% | $3,203-51.9% |