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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 | $30,704 | $106,864-71.3% | $147,318-79.2% | $82,637-62.8% |
| Participation rate | 46.3% | 75.5%-29.2pp | 82.1%-35.8pp | 68.1%-21.8pp |
| Annual return | 21.99% | 27.49%-5.5pp | 70.43%-48.4pp | 53.51%-31.5pp |
| Employer contribution / active EE | $1,074 | $3,417-68.6% | $4,593-76.6% | $2,552-57.9% |
| Participant deferral / active EE | $3,140 | $6,496-51.7% | $7,906-60.3% | $4,126-23.9% |
| Admin fee / account holder | $424 | $8,415-95.0% | $13,708-96.9% | $7,339-94.2% |