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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 | $33,509 | $101,618-67.0% | $93,063-64.0% | $137,256-75.6% |
| Participation rate | 40.0% | 74.9%-34.9pp | 72.1%-32.1pp | 80.0%-40.0pp |
| Annual return | 17.39% | 223.95%-206.6pp | 34.15%-16.8pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,437 | $2,707-46.9% | $2,476-42.0% | $4,156-65.4% |
| Participant deferral / active EE | $2,394 | $4,279-44.1% | $3,958-39.5% | $6,407-62.6% |
| Admin fee / account holder | $913 | $6,198-85.3% | $6,033-84.9% | $12,270-92.6% |