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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 | $49,169 | $80,748-39.1% | $102,383-52.0% | $74,429-33.9% |
| Participation rate | 43.8% | 65.7%-21.9pp | 74.5%-30.8pp | 67.2%-23.5pp |
| Annual return | 11.35% | 27.57%-16.2pp | 24.94%-13.6pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $772 | $3,159-75.6% | $3,870-80.1% | $2,625-70.6% |
| Participant deferral / active EE | $2,174 | $3,861-43.7% | $5,060-57.0% | $4,348-50.0% |
| Admin fee / account holder | $397 | $2,371-83.2% | $8,391-95.3% | $1,944-79.6% |