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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 | $29,322 | $108,212-72.9% | $77,513-62.2% | $158,966-81.6% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 18.74% | 31.67%-12.9pp | 54.81%-36.1pp | 302.95%-284.2pp |
| Employer contribution / active EE | $1,334 | $1,325+0.7% | $987+35.2% | $4,762-72.0% |
| Participant deferral / active EE | $3,082 | $2,455+25.5% | $1,861+65.6% | $5,983-48.5% |
| Admin fee / account holder | $795 | $3,709-78.6% | $2,859-72.2% | $11,250-92.9% |