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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 | $39,982 | $107,733-62.9% | $92,985-57.0% | $154,746-74.2% |
| Participation rate | 33.3% | 74.6%-41.2pp | 69.5%-36.2pp | 80.7%-47.4pp |
| Annual return | 17.11% | 30.39%-13.3pp | 27.99%-10.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,004 | $3,126-67.9% | $2,662-62.3% | $4,379-77.1% |
| Participant deferral / active EE | $2,329 | $5,053-53.9% | $4,377-46.8% | $6,730-65.4% |
| Admin fee / account holder | $354 | $11,369-96.9% | $9,463-96.3% | $14,365-97.5% |