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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 | $30,059 | $68,880-56.4% | $120,580-75.1% | $80,959-62.9% |
| Participation rate | 56.6% | 61.7%-5.1pp | 72.0%-15.4pp | 67.7%-11.1pp |
| Annual return | 23.01% | 23.68%-0.7pp | 107.48%-84.5pp | 35.67%-12.7pp |
| Employer contribution / active EE | $1,041 | $2,066-49.6% | $3,469-70.0% | $2,757-62.3% |
| Participant deferral / active EE | $3,589 | $3,191+12.5% | $4,995-28.2% | $4,300-16.6% |
| Admin fee / account holder | $1,092 | $5,785-81.1% | $9,418-88.4% | $6,925-84.2% |