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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 | $32,425 | $91,559-64.6% | $133,971-75.8% | $79,852-59.4% |
| Participation rate | 65.6% | 73.3%-7.7pp | 79.8%-14.2pp | 69.6%-4.0pp |
| Annual return | 16.38% | 61.85%-45.5pp | 45.09%-28.7pp | 31.72%-15.3pp |
| Employer contribution / active EE | $1,298 | $2,384-45.5% | $3,919-66.9% | $2,471-47.5% |
| Participant deferral / active EE | $3,907 | $3,734+4.6% | $5,047-22.6% | $3,740+4.4% |
| Admin fee / account holder | $460 | $6,321-92.7% | $8,929-94.8% | $5,306-91.3% |