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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 | $38,632 | $81,331-52.5% | $155,534-75.2% | $80,935-52.3% |
| Participation rate | 48.3% | 66.3%-17.9pp | 78.2%-29.9pp | 67.7%-19.3pp |
| Annual return | 12.83% | 33.37%-20.5pp | 64.92%-52.1pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,216 | $3,105-60.8% | $4,675-74.0% | $2,757-55.9% |
| Participant deferral / active EE | $2,983 | $3,454-13.6% | $5,630-47.0% | $4,299-30.6% |
| Admin fee / account holder | $362 | $7,999-95.5% | $15,900-97.7% | $6,924-94.8% |