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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 | $32,938 | $97,125-66.1% | $86,233-61.8% | $137,256-76.0% |
| Participation rate | 63.2% | 74.2%-11.0pp | 69.0%-5.9pp | 80.0%-16.8pp |
| Annual return | 18.82% | 74.19%-55.4pp | 61.39%-42.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,143 | $2,841-59.8% | $2,504-54.4% | $4,156-72.5% |
| Participant deferral / active EE | $1,816 | $5,180-64.9% | $4,559-60.2% | $6,407-71.7% |
| Admin fee / account holder | $1,563 | $9,725-83.9% | $8,342-81.3% | $12,270-87.3% |