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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 | $99,875-69.3% | $146,866-79.1% | $86,983-64.7% |
| Participation rate | 46.3% | 75.8%-29.5pp | 82.5%-36.2pp | 69.5%-23.2pp |
| Annual return | 21.99% | 28.10%-6.1pp | 102.85%-80.9pp | 25.83%-3.8pp |
| Employer contribution / active EE | $1,074 | $3,224-66.7% | $4,425-75.7% | $2,584-58.4% |
| Participant deferral / active EE | $3,140 | $6,322-50.3% | $7,759-59.5% | $4,194-25.1% |
| Admin fee / account holder | $424 | $7,838-94.6% | $13,620-96.9% | $7,856-94.6% |