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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 | $40,028 | $43,749-8.5% | $158,223-74.7% | $65,306-38.7% |
| Participation rate | 22.3% | 56.9%-34.6pp | 79.2%-56.9pp | 57.7%-35.4pp |
| Annual return | 19.20% | 19.41%-0.2pp | 52.09%-32.9pp | 21.94%-2.7pp |
| Employer contribution / active EE | $551 | $1,497-63.2% | $4,109-86.6% | $1,967-72.0% |
| Participant deferral / active EE | $1,578 | $2,019-21.8% | $5,467-71.1% | $2,959-46.7% |
| Admin fee / account holder | $430 | $1,930-77.7% | $16,047-97.3% | $3,480-87.6% |