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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 | $30,751 | $106,588-71.1% | $94,215-67.4% | $155,188-80.2% |
| Participation rate | 40.0% | 74.3%-34.3pp | 70.0%-30.0pp | 80.8%-40.8pp |
| Annual return | 20.75% | 29.39%-8.6pp | 28.22%-7.5pp | 148.84%-128.1pp |
| Employer contribution / active EE | $963 | $3,080-68.7% | $2,675-64.0% | $4,248-77.3% |
| Participant deferral / active EE | $3,562 | $4,802-25.8% | $4,276-16.7% | $6,531-45.5% |
| Admin fee / account holder | $401 | $12,281-96.7% | $10,216-96.1% | $14,480-97.2% |