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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 | $60,442-34.3% | $96,754-58.9% | $87,485-54.6% |
| Participation rate | 40.8% | 58.7%-17.9pp | 70.3%-29.5pp | 68.9%-28.1pp |
| Annual return | 14.01% | 21.97%-8.0pp | 82.04%-68.0pp | 26.06%-12.1pp |
| Employer contribution / active EE | $1,034 | $1,691-38.9% | $2,679-61.4% | $2,596-60.2% |
| Participant deferral / active EE | $2,244 | $3,280-31.6% | $4,758-52.8% | $4,274-47.5% |
| Admin fee / account holder | $5,541 | $5,069+9.3% | $8,905-37.8% | $7,775-28.7% |