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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 | $41,631 | $110,337-62.3% | $102,383-59.3% | $145,877-71.5% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 11.50% | 24.83%-13.3pp | 24.94%-13.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,342 | $4,216-68.2% | $3,870-65.3% | $4,663-71.2% |
| Participant deferral / active EE | $2,772 | $5,621-50.7% | $5,060-45.2% | $6,691-58.6% |
| Admin fee / account holder | $1,697 | $9,750-82.6% | $8,391-79.8% | $13,402-87.3% |