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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 | $32,453 | $115,225-71.8% | $100,712-67.8% | $138,895-76.6% |
| Participation rate | 61.5% | 74.3%-12.8pp | 69.3%-7.7pp | 79.9%-18.4pp |
| Annual return | 11.10% | 40.35%-29.3pp | 33.27%-22.2pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,138 | $2,771-58.9% | $2,313-50.8% | $4,194-72.9% |
| Participant deferral / active EE | $1,720 | $4,699-63.4% | $4,085-57.9% | $6,396-73.1% |
| Admin fee / account holder | $1,449 | $10,844-86.6% | $9,256-84.3% | $12,562-88.5% |