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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 | $34,245 | $112,729-69.6% | $98,716-65.3% | $137,256-75.1% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.3%-24.8pp | 80.0%-35.5pp |
| Annual return | 18.36% | 38.48%-20.1pp | 31.81%-13.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $928 | $2,725-65.9% | $2,279-59.3% | $4,156-77.7% |
| Participant deferral / active EE | $1,494 | $4,640-67.8% | $4,048-63.1% | $6,407-76.7% |
| Admin fee / account holder | $1,118 | $10,129-89.0% | $8,703-87.2% | $12,270-90.9% |