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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 | $41,849 | $76,407-45.2% | $150,298-72.2% | $82,448-49.2% |
| Participation rate | 54.3% | 66.4%-12.1pp | 77.8%-23.4pp | 68.1%-13.7pp |
| Annual return | 13.86% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,365 | $2,614-47.8% | $4,154-67.1% | $2,551-46.5% |
| Participant deferral / active EE | $1,398 | $3,214-56.5% | $5,453-74.4% | $4,139-66.2% |
| Admin fee / account holder | $552 | $6,352-91.3% | $14,116-96.1% | $7,234-92.4% |