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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 | $40,411 | $79,955-49.5% | $98,461-59.0% | $75,173-46.2% |
| Participation rate | 42.3% | 70.4%-28.1pp | 75.2%-32.9pp | 67.2%-24.9pp |
| Annual return | 18.30% | 19.75%-1.4pp | 21.17%-2.9pp | 160.72%-142.4pp |
| Employer contribution / active EE | $1,078 | $2,264-52.4% | $3,049-64.6% | $2,671-59.6% |
| Participant deferral / active EE | $1,678 | $3,752-55.3% | $4,738-64.6% | $4,126-59.3% |
| Admin fee / account holder | $396 | $6,841-94.2% | $8,961-95.6% | $5,651-93.0% |