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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 | $32,293 | $88,360-63.5% | $145,433-77.8% | $67,986-52.5% |
| Participation rate | 58.1% | 65.5%-7.4pp | 82.1%-24.0pp | 57.2%+0.9pp |
| Annual return | 19.79% | 63.15%-43.4pp | 66.58%-46.8pp | 31.67%-11.9pp |
| Employer contribution / active EE | $1,082 | $3,054-64.6% | $4,554-76.2% | $2,019-46.4% |
| Participant deferral / active EE | $2,899 | $5,932-51.1% | $7,897-63.3% | $3,358-13.7% |
| Admin fee / account holder | $1,466 | $3,313-55.7% | $13,129-88.8% | $3,203-54.2% |