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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 | $73,459-43.2% | $178,528-76.6% | $74,429-43.9% |
| Participation rate | 29.0% | 66.5%-37.6pp | 77.1%-48.1pp | 67.2%-38.2pp |
| Annual return | 20.44% | 17.50%+2.9pp | 27.11%-6.7pp | 1368.38%-1347.9pp |
| Employer contribution / active EE | $913 | $2,219-58.8% | $3,950-76.9% | $2,625-65.2% |
| Participant deferral / active EE | $1,733 | $4,515-61.6% | $6,278-72.4% | $4,348-60.1% |
| Admin fee / account holder | $413 | $1,812-77.2% | $10,419-96.0% | $1,944-78.7% |