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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 | $23,631 | $90,509-73.9% | $78,693-70.0% | $273,968-91.4% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 7.14% | 75.61%-68.5pp | 62.18%-55.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,178 | $3,175-62.9% | $2,850-58.7% | $4,869-75.8% |
| Participant deferral / active EE | $3,752 | $3,901-3.8% | $3,517+6.7% | $5,287-29.0% |
| Admin fee / account holder | $3,654 | $5,264-30.6% | $4,511-19.0% | $10,132-63.9% |