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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 | $57,590-31.0% | $86,233-53.9% | $82,448-51.8% |
| Participation rate | 40.8% | 57.9%-17.0pp | 69.0%-28.2pp | 68.1%-27.3pp |
| Annual return | 14.01% | 22.41%-8.4pp | 61.39%-47.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,034 | $1,655-37.6% | $2,504-58.7% | $2,551-59.5% |
| Participant deferral / active EE | $2,244 | $3,080-27.1% | $4,559-50.8% | $4,139-45.8% |
| Admin fee / account holder | $5,541 | $4,730+17.1% | $8,342-33.6% | $7,234-23.4% |