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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 | $38,710 | $139,948-72.3% | $121,663-68.2% | $154,746-75.0% |
| Participation rate | 45.8% | 78.0%-32.2pp | 74.5%-28.7pp | 80.7%-34.9pp |
| Annual return | 17.22% | 230.52%-213.3pp | 147.54%-130.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,167 | $3,521-66.8% | $3,020-61.4% | $4,379-73.3% |
| Participant deferral / active EE | $4,151 | $5,629-26.3% | $4,887-15.1% | $6,730-38.3% |
| Admin fee / account holder | $1,032 | $17,321-94.0% | $14,289-92.8% | $14,365-92.8% |