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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 | $33,537 | $127,100-73.6% | $105,738-68.3% | $135,379-75.2% |
| Participation rate | 63.6% | 82.7%-19.1pp | 76.3%-12.7pp | 82.6%-19.0pp |
| Annual return | 2.05% | 4.49%-2.4pp | 6.27%-4.2pp | 519.79%-517.7pp |
| Employer contribution / active EE | $1,207 | $4,107-70.6% | $3,268-63.1% | $4,779-74.7% |
| Participant deferral / active EE | $1,583 | $5,064-68.7% | $4,080-61.2% | $5,609-71.8% |
| Admin fee / account holder | $964 | $9,087-89.4% | $6,913-86.0% | $10,828-91.1% |