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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 | $39,249 | $63,140-37.8% | $304,612-87.1% | $116,462-66.3% |
| Participation rate | 56.8% | 70.4%-13.5pp | 81.9%-25.1pp | 74.7%-17.9pp |
| Annual return | 14.65% | 15.04%-0.4pp | 329.91%-315.3pp | 15.65%-1.0pp |
| Employer contribution / active EE | $1,105 | $2,385-53.7% | $7,476-85.2% | $3,231-65.8% |
| Participant deferral / active EE | $1,697 | $2,741-38.1% | $5,388-68.5% | $3,836-55.8% |
| Admin fee / account holder | $2,134 | $7,583-71.9% | $12,962-83.5% | $12,754-83.3% |