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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 | $43,525 | $124,425-65.0% | $112,040-61.2% | $137,256-68.3% |
| Participation rate | 38.5% | 79.3%-40.8pp | 76.5%-38.0pp | 80.0%-41.5pp |
| Annual return | 15.31% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,118 | $3,411-67.2% | $2,954-62.2% | $4,156-73.1% |
| Participant deferral / active EE | $2,514 | $5,718-56.0% | $5,098-50.7% | $6,407-60.8% |
| Admin fee / account holder | $2,055 | $15,207-86.5% | $12,098-83.0% | $12,270-83.3% |