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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 | $41,903 | $101,795-58.8% | $165,100-74.6% | $80,959-48.2% |
| Participation rate | 46.2% | 71.8%-25.7pp | 78.6%-32.5pp | 67.7%-21.5pp |
| Annual return | 15.77% | 16.73%-1.0pp | 70.21%-54.4pp | 35.67%-19.9pp |
| Employer contribution / active EE | $1,122 | $2,954-62.0% | $4,348-74.2% | $2,757-59.3% |
| Participant deferral / active EE | $2,825 | $4,476-36.9% | $6,035-53.2% | $4,300-34.3% |
| Admin fee / account holder | $1,266 | $8,221-84.6% | $12,696-90.0% | $6,925-81.7% |