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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 | $35,871 | $174,379-79.4% | $152,093-76.4% | $138,895-74.2% |
| Participation rate | 44.4% | 81.6%-37.2pp | 77.8%-33.3pp | 79.9%-35.5pp |
| Annual return | 23.55% | 74.86%-51.3pp | 66.36%-42.8pp | 145.39%-121.8pp |
| Employer contribution / active EE | $1,020 | $4,652-78.1% | $4,175-75.6% | $4,194-75.7% |
| Participant deferral / active EE | $2,339 | $6,159-62.0% | $5,451-57.1% | $6,396-63.4% |
| Admin fee / account holder | $867 | $16,880-94.9% | $14,497-94.0% | $12,562-93.1% |