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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 | $33,226 | $162,821-79.6% | $133,978-75.2% | $158,982-79.1% |
| Participation rate | 56.5% | 83.2%-26.7pp | 79.8%-23.3pp | 82.0%-25.4pp |
| Annual return | 13.51% | 41.95%-28.4pp | 45.10%-31.6pp | 302.99%-289.5pp |
| Employer contribution / active EE | $1,156 | $4,976-76.8% | $3,919-70.5% | $4,763-75.7% |
| Participant deferral / active EE | $2,390 | $5,910-59.6% | $5,047-52.6% | $5,983-60.1% |
| Admin fee / account holder | $1,236 | $11,742-89.5% | $8,930-86.2% | $11,252-89.0% |