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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 | $108,882-69.7% | $96,754-66.0% | $154,746-78.7% |
| Participation rate | 63.2% | 75.1%-11.9pp | 70.3%-7.1pp | 80.7%-17.5pp |
| Annual return | 18.82% | 98.39%-79.6pp | 82.04%-63.2pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,143 | $3,018-62.1% | $2,679-57.3% | $4,379-73.9% |
| Participant deferral / active EE | $1,816 | $5,323-65.9% | $4,758-61.8% | $6,730-73.0% |
| Admin fee / account holder | $1,563 | $10,200-84.7% | $8,905-82.4% | $14,365-89.1% |