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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 | $41,978 | $72,273-41.9% | $101,275-58.5% | $79,856-47.4% |
| Participation rate | 38.1% | 68.5%-30.4pp | 75.8%-37.7pp | 69.6%-31.5pp |
| Annual return | 18.87% | 22.30%-3.4pp | 46.48%-27.6pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,326 | $2,691-50.7% | $3,660-63.8% | $2,471-46.4% |
| Participant deferral / active EE | $2,816 | $3,282-14.2% | $4,371-35.6% | $3,741-24.7% |
| Admin fee / account holder | $990 | $4,401-77.5% | $5,948-83.4% | $5,306-81.3% |