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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 | $41,826 | $72,269-42.1% | $101,271-58.7% | $79,852-47.6% |
| Participation rate | 32.1% | 68.5%-36.3pp | 75.8%-43.7pp | 69.6%-37.5pp |
| Annual return | 13.85% | 22.29%-8.4pp | 46.48%-32.6pp | 31.72%-17.9pp |
| Employer contribution / active EE | $1,117 | $2,692-58.5% | $3,660-69.5% | $2,471-54.8% |
| Participant deferral / active EE | $1,597 | $3,282-51.3% | $4,371-63.5% | $3,740-57.3% |
| Admin fee / account holder | $910 | $4,401-79.3% | $5,948-84.7% | $5,306-82.9% |