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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 | $29,135 | $117,846-75.3% | $102,434-71.6% | $145,884-80.0% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 9.82% | 31.90%-22.1pp | 29.46%-19.6pp | 551.85%-542.0pp |
| Employer contribution / active EE | $1,264 | $3,615-65.0% | $3,023-58.2% | $4,662-72.9% |
| Participant deferral / active EE | $2,050 | $5,733-64.2% | $5,055-59.4% | $6,690-69.4% |
| Admin fee / account holder | $1,586 | $13,356-88.1% | $9,462-83.2% | $13,392-88.2% |