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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 | $102,938-69.0% | $94,105-66.1% | $138,895-77.0% |
| Participation rate | 36.4% | 74.6%-38.3pp | 71.9%-35.6pp | 79.9%-43.6pp |
| Annual return | 19.66% | 250.28%-230.6pp | 204.55%-184.9pp | 145.39%-125.7pp |
| Employer contribution / active EE | $1,426 | $2,732-47.8% | $2,504-43.0% | $4,194-66.0% |
| Participant deferral / active EE | $2,136 | $4,196-49.1% | $3,881-44.9% | $6,396-66.6% |
| Admin fee / account holder | $621 | $6,600-90.6% | $6,199-90.0% | $12,562-95.1% |