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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 | $35,303 | $106,280-66.8% | $96,538-63.4% | $139,487-74.7% |
| Participation rate | 38.9% | 77.8%-39.0pp | 74.3%-35.5pp | 80.3%-41.4pp |
| Annual return | 15.63% | 38.48%-22.9pp | 35.74%-20.1pp | 373.84%-358.2pp |
| Employer contribution / active EE | $1,345 | $4,107-67.2% | $3,740-64.0% | $4,755-71.7% |
| Participant deferral / active EE | $3,212 | $5,457-41.1% | $4,880-34.2% | $6,713-52.1% |
| Admin fee / account holder | $1,093 | $7,888-86.1% | $6,737-83.8% | $11,407-90.4% |