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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 | $30,821 | $93,589-67.1% | $135,942-77.3% | $75,181-59.0% |
| Participation rate | 57.1% | 75.2%-18.0pp | 81.9%-24.8pp | 67.2%-10.1pp |
| Annual return | 19.53% | 30.90%-11.4pp | 68.28%-48.7pp | 160.69%-141.2pp |
| Employer contribution / active EE | $1,667 | $3,537-52.9% | $4,858-65.7% | $2,671-37.6% |
| Participant deferral / active EE | $3,265 | $6,405-49.0% | $7,759-57.9% | $4,126-20.9% |
| Admin fee / account holder | $3,031 | $6,977-56.6% | $10,764-71.8% | $5,650-46.4% |