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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 | $43,079 | $110,278-60.9% | $95,740-55.0% | $139,466-69.1% |
| Participation rate | 57.1% | 75.7%-18.6pp | 72.3%-15.1pp | 80.3%-23.2pp |
| Annual return | 14.04% | 27.19%-13.1pp | 28.41%-14.4pp | 373.66%-359.6pp |
| Employer contribution / active EE | $1,394 | $3,260-57.2% | $2,836-50.8% | $4,754-70.7% |
| Participant deferral / active EE | $3,393 | $4,674-27.4% | $4,244-20.1% | $6,712-49.5% |
| Admin fee / account holder | $480 | $6,613-92.7% | $5,676-91.5% | $11,409-95.8% |