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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 | $32,809 | $106,247-69.1% | $96,515-66.0% | $139,466-76.5% |
| Participation rate | 58.8% | 77.8%-19.0pp | 74.3%-15.5pp | 80.3%-21.5pp |
| Annual return | 16.22% | 38.47%-22.3pp | 35.73%-19.5pp | 373.66%-357.4pp |
| Employer contribution / active EE | $1,321 | $4,106-67.8% | $3,740-64.7% | $4,754-72.2% |
| Participant deferral / active EE | $4,798 | $5,456-12.1% | $4,880-1.7% | $6,712-28.5% |
| Admin fee / account holder | $3,712 | $7,885-52.9% | $6,735-44.9% | $11,409-67.5% |