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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 | $29,189 | $68,586-57.4% | $120,380-75.8% | $80,911-63.9% |
| Participation rate | 42.1% | 61.6%-19.5pp | 71.9%-29.8pp | 67.6%-25.5pp |
| Annual return | 16.05% | 23.62%-7.6pp | 107.28%-91.2pp | 35.63%-19.6pp |
| Employer contribution / active EE | $1,197 | $2,053-41.7% | $3,465-65.5% | $2,756-56.6% |
| Participant deferral / active EE | $2,208 | $3,174-30.4% | $4,992-55.8% | $4,297-48.6% |
| Admin fee / account holder | $817 | $5,733-85.7% | $9,421-91.3% | $6,935-88.2% |