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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 | $32,773 | $45,343-27.7% | $150,298-78.2% | $67,986-51.8% |
| Participation rate | 40.4% | 51.9%-11.5pp | 77.8%-37.4pp | 57.2%-16.9pp |
| Annual return | 16.19% | 33.28%-17.1pp | 62.79%-46.6pp | 31.67%-15.5pp |
| Employer contribution / active EE | $658 | $1,462-55.0% | $4,154-84.2% | $2,019-67.4% |
| Participant deferral / active EE | $1,137 | $2,055-44.7% | $5,453-79.2% | $3,358-66.1% |
| Admin fee / account holder | $3,493 | $2,250+55.2% | $14,116-75.3% | $3,203+9.0% |