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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 | $32,979 | $77,814-57.6% | $158,223-79.2% | $86,983-62.1% |
| Participation rate | 31.1% | 68.4%-37.3pp | 79.2%-48.1pp | 69.5%-38.4pp |
| Annual return | 22.18% | 30.54%-8.4pp | 52.09%-29.9pp | 25.83%-3.7pp |
| Employer contribution / active EE | $1,635 | $2,592-36.9% | $4,109-60.2% | $2,584-36.7% |
| Participant deferral / active EE | $1,977 | $3,270-39.5% | $5,467-63.8% | $4,194-52.8% |
| Admin fee / account holder | $512 | $5,879-91.3% | $16,047-96.8% | $7,856-93.5% |