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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 | $34,073 | $135,956-74.9% | $123,894-72.5% | $273,972-87.6% |
| Participation rate | 54.5% | 84.1%-29.5pp | 81.4%-26.9pp | 83.0%-28.5pp |
| Annual return | 8.34% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,280 | $5,170-75.2% | $4,617-72.3% | $4,869-73.7% |
| Participant deferral / active EE | $2,902 | $6,343-54.2% | $5,984-51.5% | $5,287-45.1% |
| Admin fee / account holder | $353 | $9,817-96.4% | $8,357-95.8% | $10,133-96.5% |