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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 | $30,732 | $45,343-32.2% | $150,298-79.6% | $67,986-54.8% |
| Participation rate | 37.8% | 51.9%-14.0pp | 77.8%-39.9pp | 57.2%-19.4pp |
| Annual return | 17.34% | 33.28%-15.9pp | 62.79%-45.5pp | 31.67%-14.3pp |
| Employer contribution / active EE | $1,068 | $1,462-26.9% | $4,154-74.3% | $2,019-47.1% |
| Participant deferral / active EE | $1,776 | $2,055-13.6% | $5,453-67.4% | $3,358-47.1% |
| Admin fee / account holder | $1,048 | $2,250-53.4% | $14,116-92.6% | $3,203-67.3% |