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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 | $41,746 | $73,532-43.2% | $178,505-76.6% | $74,478-43.9% |
| Participation rate | 29.0% | 66.6%-37.6pp | 77.1%-48.1pp | 67.2%-38.2pp |
| Annual return | 20.44% | 17.49%+2.9pp | 27.16%-6.7pp | 1370.56%-1350.1pp |
| Employer contribution / active EE | $913 | $2,221-58.9% | $3,955-76.9% | $2,626-65.2% |
| Participant deferral / active EE | $1,733 | $4,519-61.6% | $6,280-72.4% | $4,350-60.2% |
| Admin fee / account holder | $413 | $1,813-77.2% | $10,428-96.0% | $1,946-78.8% |