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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 | $43,546 | $75,058-42.0% | $152,301-71.4% | $64,340-32.3% |
| Participation rate | 37.4% | 60.9%-23.5pp | 82.4%-45.0pp | 55.2%-17.8pp |
| Annual return | 19.38% | 29.93%-10.6pp | 80.50%-61.1pp | 24.14%-4.8pp |
| Employer contribution / active EE | $722 | $2,605-72.3% | $4,624-84.4% | $1,862-61.2% |
| Participant deferral / active EE | $1,319 | $5,041-73.8% | $8,004-83.5% | $2,980-55.8% |
| Admin fee / account holder | $812 | $4,050-80.0% | $14,398-94.4% | $3,703-78.1% |