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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 | $38,401 | $117,904-67.4% | $102,457-62.5% | $145,978-73.7% |
| Participation rate | 56.5% | 78.6%-22.1pp | 76.5%-20.0pp | 80.3%-23.8pp |
| Annual return | 9.40% | 31.80%-22.4pp | 29.41%-20.0pp | 550.52%-541.1pp |
| Employer contribution / active EE | $1,242 | $3,613-65.6% | $3,022-58.9% | $4,662-73.4% |
| Participant deferral / active EE | $2,832 | $5,733-50.6% | $5,054-44.0% | $6,690-57.7% |
| Admin fee / account holder | $5,509 | $13,329-58.7% | $9,451-41.7% | $13,400-58.9% |