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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 | $31,894 | $101,618-68.6% | $93,063-65.7% | $137,256-76.8% |
| Participation rate | 36.4% | 74.9%-38.6pp | 72.1%-35.8pp | 80.0%-43.6pp |
| Annual return | 19.66% | 223.95%-204.3pp | 34.15%-14.5pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,426 | $2,707-47.3% | $2,476-42.4% | $4,156-65.7% |
| Participant deferral / active EE | $2,136 | $4,279-50.1% | $3,958-46.0% | $6,407-66.7% |
| Admin fee / account holder | $621 | $6,198-90.0% | $6,033-89.7% | $12,270-94.9% |