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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 | $31,232 | $81,331-61.6% | $155,534-79.9% | $80,935-61.4% |
| Participation rate | 43.9% | 66.3%-22.3pp | 78.2%-34.3pp | 67.7%-23.7pp |
| Annual return | 10.66% | 33.37%-22.7pp | 64.92%-54.3pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,017 | $3,105-67.2% | $4,675-78.2% | $2,757-63.1% |
| Participant deferral / active EE | $2,760 | $3,454-20.1% | $5,630-51.0% | $4,299-35.8% |
| Admin fee / account holder | $1,538 | $7,999-80.8% | $15,900-90.3% | $6,924-77.8% |