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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 | $29,760 | $76,407-61.1% | $150,298-80.2% | $82,448-63.9% |
| Participation rate | 44.4% | 66.4%-22.0pp | 77.8%-33.3pp | 68.1%-23.6pp |
| Annual return | 17.35% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,739 | $2,614-33.5% | $4,154-58.1% | $2,551-31.8% |
| Participant deferral / active EE | $2,744 | $3,214-14.6% | $5,453-49.7% | $4,139-33.7% |
| Admin fee / account holder | $3,179 | $6,352-50.0% | $14,116-77.5% | $7,234-56.1% |