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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 | $46,400 | $76,407-39.3% | $150,298-69.1% | $82,448-43.7% |
| Participation rate | 34.8% | 66.4%-31.6pp | 77.8%-43.0pp | 68.1%-33.3pp |
| Annual return | 22.31% | 39.99%-17.7pp | 62.79%-40.5pp | 41.64%-19.3pp |
| Employer contribution / active EE | $529 | $2,614-79.8% | $4,154-87.3% | $2,551-79.3% |
| Participant deferral / active EE | $2,526 | $3,214-21.4% | $5,453-53.7% | $4,139-39.0% |
| Admin fee / account holder | $533 | $6,352-91.6% | $14,116-96.2% | $7,234-92.6% |