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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 | $29,944 | $48,337-38.1% | $67,560-55.7% | $80,959-63.0% |
| Participation rate | 42.3% | 66.4%-24.1pp | 72.9%-30.6pp | 67.7%-25.4pp |
| Annual return | 17.03% | 18.26%-1.2pp | 3533.50%-3516.5pp | 35.67%-18.6pp |
| Employer contribution / active EE | $1,040 | $2,023-48.6% | $2,737-62.0% | $2,757-62.3% |
| Participant deferral / active EE | $2,272 | $2,928-22.4% | $4,004-43.3% | $4,300-47.2% |
| Admin fee / account holder | $2,322 | $3,695-37.2% | $3,994-41.9% | $6,925-66.5% |