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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 | $32,166 | $110,379-70.9% | $102,412-68.6% | $145,884-78.0% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.1pp |
| Annual return | 15.59% | 24.84%-9.2pp | 24.94%-9.3pp | 551.85%-536.3pp |
| Employer contribution / active EE | $1,664 | $4,216-60.5% | $3,870-57.0% | $4,662-64.3% |
| Participant deferral / active EE | $2,732 | $5,622-51.4% | $5,060-46.0% | $6,690-59.2% |
| Admin fee / account holder | $559 | $9,745-94.3% | $8,388-93.3% | $13,392-95.8% |