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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 | $38,387 | $114,013-66.3% | $103,693-63.0% | $155,188-75.3% |
| Participation rate | 46.7% | 75.2%-28.5pp | 72.6%-26.0pp | 80.8%-34.1pp |
| Annual return | 21.49% | 49.31%-27.8pp | 47.61%-26.1pp | 148.84%-127.4pp |
| Employer contribution / active EE | $1,095 | $3,131-65.0% | $2,920-62.5% | $4,248-74.2% |
| Participant deferral / active EE | $3,385 | $4,970-31.9% | $4,579-26.1% | $6,531-48.2% |
| Admin fee / account holder | $364 | $8,407-95.7% | $7,858-95.4% | $14,480-97.5% |