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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 | $19,931 | $85,024-76.6% | $70,544-71.7% | $139,466-85.7% |
| Participation rate | 35.7% | 73.9%-38.2pp | 68.4%-32.6pp | 80.3%-44.6pp |
| Annual return | 26.64% | 30.39%-3.8pp | 32.79%-6.2pp | 373.66%-347.0pp |
| Employer contribution / active EE | $1,065 | $3,912-72.8% | $2,976-64.2% | $4,754-77.6% |
| Participant deferral / active EE | $2,849 | $5,891-51.6% | $4,568-37.6% | $6,712-57.5% |
| Admin fee / account holder | $309 | $8,928-96.5% | $6,427-95.2% | $11,409-97.3% |