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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 | $29,322 | $72,177-59.4% | $115,038-74.5% | $59,633-50.8% |
| Participation rate | 41.9% | 72.6%-30.6pp | 81.4%-39.4pp | 68.7%-26.7pp |
| Annual return | 7.23% | 12.02%-4.8pp | 26.14%-18.9pp | 2041.45%-2034.2pp |
| Employer contribution / active EE | $1,014 | $2,841-64.3% | $4,608-78.0% | $2,203-54.0% |
| Participant deferral / active EE | $2,879 | $4,783-39.8% | $6,026-52.2% | $3,192-9.8% |
| Admin fee / account holder | $1,855 | $4,927-62.3% | $8,175-77.3% | $4,297-56.8% |