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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 | $39,314 | $86,940-54.8% | $102,434-61.6% | $80,935-51.4% |
| Participation rate | 65.0% | 72.4%-7.4pp | 76.5%-11.5pp | 67.7%-2.7pp |
| Annual return | 13.13% | 18.89%-5.8pp | 29.46%-16.3pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,042 | $2,370-56.0% | $3,023-65.5% | $2,757-62.2% |
| Participant deferral / active EE | $2,308 | $4,121-44.0% | $5,055-54.3% | $4,299-46.3% |
| Admin fee / account holder | $1,215 | $8,047-84.9% | $9,462-87.2% | $6,924-82.5% |