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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 | $30,116 | $77,638-61.2% | $156,551-80.8% | $62,881-52.1% |
| Participation rate | 64.1% | 71.2%-7.1pp | 84.0%-19.9pp | 69.3%-5.2pp |
| Annual return | 6.02% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,026 | $3,444-70.2% | $5,501-81.3% | $2,281-55.0% |
| Participant deferral / active EE | $1,835 | $3,046-39.8% | $4,871-62.3% | $3,203-42.7% |
| Admin fee / account holder | $1,501 | $5,561-73.0% | $13,028-88.5% | $4,296-65.0% |