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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 | $75,541-45.4% | $152,093-72.9% | $82,637-50.1% |
| Participation rate | 35.2% | 66.5%-31.3pp | 77.8%-42.6pp | 68.1%-32.8pp |
| Annual return | 18.68% | 32.56%-13.9pp | 66.36%-47.7pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,169 | $2,622-55.4% | $4,175-72.0% | $2,552-54.2% |
| Participant deferral / active EE | $2,169 | $3,206-32.3% | $5,451-60.2% | $4,126-47.4% |
| Admin fee / account holder | $412 | $6,405-93.6% | $14,497-97.2% | $7,339-94.4% |