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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 | $27,696 | $110,212-74.9% | $96,534-71.3% | $139,466-80.1% |
| Participation rate | 42.9% | 78.1%-35.3pp | 76.0%-33.1pp | 80.3%-37.5pp |
| Annual return | 18.28% | 26.42%-8.1pp | 25.88%-7.6pp | 373.66%-355.4pp |
| Employer contribution / active EE | $1,013 | $3,620-72.0% | $2,965-65.9% | $4,754-78.7% |
| Participant deferral / active EE | $4,401 | $5,547-20.7% | $4,851-9.3% | $6,712-34.4% |
| Admin fee / account holder | $2,201 | $11,599-81.0% | $8,253-73.3% | $11,409-80.7% |