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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 | $29,787 | $88,360-66.3% | $145,433-79.5% | $67,986-56.2% |
| Participation rate | 53.6% | 65.5%-11.9pp | 82.1%-28.5pp | 57.2%-3.6pp |
| Annual return | 25.31% | 63.15%-37.8pp | 66.58%-41.3pp | 31.67%-6.4pp |
| Employer contribution / active EE | $1,332 | $3,054-56.4% | $4,554-70.8% | $2,019-34.0% |
| Participant deferral / active EE | $3,244 | $5,932-45.3% | $7,897-58.9% | $3,358-3.4% |
| Admin fee / account holder | $3,077 | $3,313-7.1% | $13,129-76.6% | $3,203-3.9% |