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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 | $57,963 | $62,164-6.8% | $81,482-28.9% | $74,400-22.1% |
| Participation rate | 37.6% | 64.1%-26.5pp | 69.5%-31.9pp | 67.2%-29.6pp |
| Annual return | 14.13% | 16.50%-2.4pp | 24.79%-10.7pp | 1367.51%-1353.4pp |
| Employer contribution / active EE | $882 | $1,884-53.2% | $2,463-64.2% | $2,624-66.4% |
| Participant deferral / active EE | $1,967 | $3,230-39.1% | $3,885-49.4% | $4,348-54.8% |
| Admin fee / account holder | $1,066 | $1,923-44.6% | $5,761-81.5% | $1,944-45.2% |