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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 | $42,023 | $110,137-61.8% | $161,149-73.9% | $82,637-49.1% |
| Participation rate | 30.6% | 72.4%-41.7pp | 78.8%-48.2pp | 68.1%-37.4pp |
| Annual return | 19.34% | 20.69%-1.3pp | 21.16%-1.8pp | 53.51%-34.2pp |
| Employer contribution / active EE | $1,380 | $2,856-51.7% | $4,360-68.3% | $2,552-45.9% |
| Participant deferral / active EE | $2,099 | $4,575-54.1% | $6,153-65.9% | $4,126-49.1% |
| Admin fee / account holder | $488 | $9,467-94.8% | $15,194-96.8% | $7,339-93.3% |