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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 | $30,828 | $65,361-52.8% | $92,903-66.8% | $72,983-57.8% |
| Participation rate | 64.2% | 68.3%-4.1pp | 76.0%-11.8pp | 69.5%-5.3pp |
| Annual return | 22.65% | 42.11%-19.5pp | 109.43%-86.8pp | 81.01%-58.4pp |
| Employer contribution / active EE | $1,254 | $2,594-51.7% | $3,653-65.7% | $2,440-48.6% |
| Participant deferral / active EE | $1,531 | $3,128-51.0% | $4,238-63.9% | $3,608-57.6% |
| Admin fee / account holder | $305 | $4,251-92.8% | $5,795-94.7% | $5,124-94.0% |