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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 | $24,061 | $112,729-78.7% | $98,716-75.6% | $137,256-82.5% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.3%-39.3pp | 80.0%-50.0pp |
| Annual return | 30.26% | 38.48%-8.2pp | 31.81%-1.5pp | 220.34%-190.1pp |
| Employer contribution / active EE | $1,902 | $2,725-30.2% | $2,279-16.5% | $4,156-54.2% |
| Participant deferral / active EE | $1,962 | $4,640-57.7% | $4,048-51.5% | $6,407-69.4% |
| Admin fee / account holder | $856 | $10,129-91.5% | $8,703-90.2% | $12,270-93.0% |