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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 | $39,539 | $78,690-49.8% | $161,489-75.5% | $87,485-54.8% |
| Participation rate | 54.1% | 67.5%-13.4pp | 78.7%-24.6pp | 68.9%-14.9pp |
| Annual return | 15.61% | 32.74%-17.1pp | 89.72%-74.1pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,061 | $2,588-59.0% | $4,268-75.1% | $2,596-59.1% |
| Participant deferral / active EE | $1,213 | $3,311-63.4% | $5,630-78.5% | $4,274-71.6% |
| Admin fee / account holder | $6,376 | $6,724-5.2% | $16,006-60.2% | $7,775-18.0% |