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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 | $41,232 | $106,749-61.4% | $145,433-71.6% | $82,448-50.0% |
| Participation rate | 46.7% | 75.6%-29.0pp | 82.1%-35.5pp | 68.1%-21.4pp |
| Annual return | 21.23% | 27.59%-6.4pp | 66.58%-45.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,097 | $3,444-68.1% | $4,554-75.9% | $2,551-57.0% |
| Participant deferral / active EE | $3,319 | $6,519-49.1% | $7,897-58.0% | $4,139-19.8% |
| Admin fee / account holder | $1,806 | $8,390-78.5% | $13,129-86.2% | $7,234-75.0% |