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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 | $40,848 | $90,486-54.9% | $78,676-48.1% | $273,972-85.1% |
| Participation rate | 39.1% | 76.5%-37.4pp | 73.6%-34.4pp | 83.0%-43.9pp |
| Annual return | 9.04% | 75.62%-66.6pp | 62.19%-53.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,232 | $3,175-61.2% | $2,850-56.8% | $4,869-74.7% |
| Participant deferral / active EE | $1,536 | $3,901-60.6% | $3,517-56.3% | $5,287-70.9% |
| Admin fee / account holder | $444 | $5,263-91.6% | $4,510-90.2% | $10,133-95.6% |