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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 | $59,209 | $80,781-26.7% | $102,437-42.2% | $74,478-20.5% |
| Participation rate | 26.7% | 65.7%-38.9pp | 74.5%-47.8pp | 67.2%-40.5pp |
| Annual return | 16.99% | 27.58%-10.6pp | 24.95%-8.0pp | 1370.56%-1353.6pp |
| Employer contribution / active EE | $971 | $3,160-69.3% | $3,871-74.9% | $2,626-63.0% |
| Participant deferral / active EE | $1,670 | $3,862-56.8% | $5,060-67.0% | $4,350-61.6% |
| Admin fee / account holder | $715 | $2,372-69.9% | $8,388-91.5% | $1,946-63.3% |