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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 | $35,057 | $139,948-74.9% | $121,663-71.2% | $154,746-77.3% |
| Participation rate | 57.9% | 78.0%-20.1pp | 74.5%-16.6pp | 80.7%-22.8pp |
| Annual return | 11.84% | 230.52%-218.7pp | 147.54%-135.7pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,407 | $3,521-60.1% | $3,020-53.4% | $4,379-67.9% |
| Participant deferral / active EE | $3,295 | $5,629-41.5% | $4,887-32.6% | $6,730-51.0% |
| Admin fee / account holder | $4,945 | $17,321-71.4% | $14,289-65.4% | $14,365-65.6% |