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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 | $41,241 | $77,814-47.0% | $158,223-73.9% | $86,983-52.6% |
| Participation rate | 35.2% | 68.4%-33.2pp | 79.2%-44.0pp | 69.5%-34.3pp |
| Annual return | 18.68% | 30.54%-11.9pp | 52.09%-33.4pp | 25.83%-7.2pp |
| Employer contribution / active EE | $1,169 | $2,592-54.9% | $4,109-71.6% | $2,584-54.8% |
| Participant deferral / active EE | $2,169 | $3,270-33.7% | $5,467-60.3% | $4,194-48.3% |
| Admin fee / account holder | $412 | $5,879-93.0% | $16,047-97.4% | $7,856-94.8% |