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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 | $123,155-72.2% | $108,753-68.5% | $155,188-77.9% |
| Participation rate | 44.4% | 75.6%-31.2pp | 71.1%-26.6pp | 80.8%-36.4pp |
| Annual return | 18.36% | 44.73%-26.4pp | 37.47%-19.1pp | 148.84%-130.5pp |
| Employer contribution / active EE | $928 | $2,811-67.0% | $2,427-61.7% | $4,248-78.1% |
| Participant deferral / active EE | $1,494 | $4,623-67.7% | $4,115-63.7% | $6,531-77.1% |
| Admin fee / account holder | $1,118 | $12,126-90.8% | $10,320-89.2% | $14,480-92.3% |