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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 | $25,866 | $90,486-71.4% | $78,676-67.1% | $273,972-90.6% |
| Participation rate | 58.3% | 76.5%-18.2pp | 73.6%-15.2pp | 83.0%-24.7pp |
| Annual return | 9.47% | 75.62%-66.1pp | 62.19%-52.7pp | 41.46%-32.0pp |
| Employer contribution / active EE | $1,347 | $3,175-57.6% | $2,850-52.7% | $4,869-72.3% |
| Participant deferral / active EE | $1,622 | $3,901-58.4% | $3,517-53.9% | $5,287-69.3% |
| Admin fee / account holder | $1,131 | $5,263-78.5% | $4,510-74.9% | $10,133-88.8% |