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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 | $30,064 | $64,705-53.5% | $62,929-52.2% | $67,986-55.8% |
| Participation rate | 43.6% | 65.6%-22.0pp | 73.1%-29.5pp | 57.2%-13.6pp |
| Annual return | 17.32% | 20.31%-3.0pp | 1063.93%-1046.6pp | 31.67%-14.3pp |
| Employer contribution / active EE | $636 | $2,376-73.2% | $2,505-74.6% | $2,019-68.5% |
| Participant deferral / active EE | $1,212 | $3,198-62.1% | $3,888-68.8% | $3,358-63.9% |
| Admin fee / account holder | $819 | $1,428-42.6% | $5,065-83.8% | $3,203-74.4% |