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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 | $39,738 | $63,949-37.9% | $129,031-69.2% | $94,015-57.7% |
| Participation rate | 40.8% | 63.4%-22.6pp | 73.4%-32.5pp | 70.8%-30.0pp |
| Annual return | 14.01% | 17.56%-3.6pp | 34.67%-20.7pp | 17.84%-3.8pp |
| Employer contribution / active EE | $1,034 | $1,865-44.6% | $3,226-68.0% | $2,790-63.0% |
| Participant deferral / active EE | $2,244 | $3,686-39.1% | $5,217-57.0% | $4,249-47.2% |
| Admin fee / account holder | $5,541 | $5,523+0.3% | $13,208-58.1% | $8,951-38.1% |