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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 | $32,431 | $135,956-76.1% | $123,894-73.8% | $273,972-88.2% |
| Participation rate | 47.4% | 84.1%-36.7pp | 81.4%-34.0pp | 83.0%-35.6pp |
| Annual return | 6.69% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,326 | $5,170-74.4% | $4,617-71.3% | $4,869-72.8% |
| Participant deferral / active EE | $2,167 | $6,343-65.8% | $5,984-63.8% | $5,287-59.0% |
| Admin fee / account holder | $2,466 | $9,817-74.9% | $8,357-70.5% | $10,133-75.7% |