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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 | $39,407 | $124,330-68.3% | $109,173-63.9% | $167,536-76.5% |
| Participation rate | 42.9% | 79.5%-36.6pp | 75.9%-33.0pp | 82.1%-39.3pp |
| Annual return | 15.43% | 26.04%-10.6pp | 25.75%-10.3pp | 478.82%-463.4pp |
| Employer contribution / active EE | $1,196 | $4,209-71.6% | $3,723-67.9% | $4,839-75.3% |
| Participant deferral / active EE | $3,795 | $5,256-27.8% | $4,654-18.5% | $6,342-40.2% |
| Admin fee / account holder | $317 | $7,974-96.0% | $6,755-95.3% | $12,315-97.4% |