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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 | $24,458 | $161,352-84.8% | $134,172-81.8% | $137,256-82.2% |
| Participation rate | 42.1% | 78.3%-36.2pp | 72.5%-30.4pp | 80.0%-37.9pp |
| Annual return | 18.25% | 28.72%-10.5pp | 25.30%-7.0pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,030 | $4,099-74.9% | $3,420-69.9% | $4,156-75.2% |
| Participant deferral / active EE | $1,559 | $5,552-71.9% | $4,690-66.8% | $6,407-75.7% |
| Admin fee / account holder | $398 | $15,028-97.4% | $12,016-96.7% | $12,270-96.8% |