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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 | $42,797 | $77,962-45.1% | $178,540-76.0% | $80,935-47.1% |
| Participation rate | 41.2% | 65.7%-24.5pp | 77.1%-35.9pp | 67.7%-26.5pp |
| Annual return | 12.60% | 18.10%-5.5pp | 27.15%-14.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,287 | $2,280-43.6% | $3,953-67.5% | $2,757-53.3% |
| Participant deferral / active EE | $2,397 | $4,404-45.6% | $6,281-61.8% | $4,299-44.3% |
| Admin fee / account holder | $692 | $7,156-90.3% | $10,424-93.4% | $6,924-90.0% |