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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 | $81,262-52.5% | $155,602-75.2% | $80,911-52.3% |
| Participation rate | 48.3% | 66.2%-17.9pp | 78.2%-29.9pp | 67.6%-19.3pp |
| Annual return | 12.83% | 33.34%-20.5pp | 64.81%-52.0pp | 35.63%-22.8pp |
| Employer contribution / active EE | $1,216 | $3,102-60.8% | $4,675-74.0% | $2,756-55.9% |
| Participant deferral / active EE | $2,983 | $3,451-13.6% | $5,629-47.0% | $4,297-30.6% |
| Admin fee / account holder | $362 | $7,992-95.5% | $15,923-97.7% | $6,935-94.8% |