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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 | $39,743 | $101,798-61.0% | $165,071-75.9% | $80,935-50.9% |
| Participation rate | 38.8% | 71.8%-33.1pp | 78.6%-39.8pp | 67.7%-28.9pp |
| Annual return | 10.86% | 16.73%-5.9pp | 70.17%-59.3pp | 35.66%-24.8pp |
| Employer contribution / active EE | $1,343 | $2,954-54.5% | $4,347-69.1% | $2,757-51.3% |
| Participant deferral / active EE | $2,547 | $4,476-43.1% | $6,035-57.8% | $4,299-40.8% |
| Admin fee / account holder | $1,758 | $8,221-78.6% | $12,695-86.2% | $6,924-74.6% |