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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 | $24,503 | $110,212-77.8% | $96,534-74.6% | $139,466-82.4% |
| Participation rate | 35.0% | 78.1%-43.1pp | 76.0%-41.0pp | 80.3%-45.3pp |
| Annual return | 31.81% | 26.42%+5.4pp | 25.88%+5.9pp | 373.66%-341.9pp |
| Employer contribution / active EE | $1,778 | $3,620-50.9% | $2,965-40.1% | $4,754-62.6% |
| Participant deferral / active EE | $2,646 | $5,547-52.3% | $4,851-45.5% | $6,712-60.6% |
| Admin fee / account holder | $472 | $11,599-95.9% | $8,253-94.3% | $11,409-95.9% |