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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 | $31,074 | $88,672-65.0% | $105,223-70.5% | $82,448-62.3% |
| Participation rate | 39.5% | 67.9%-28.4pp | 75.0%-35.5pp | 68.1%-28.5pp |
| Annual return | 13.82% | 30.86%-17.0pp | 180.65%-166.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,092 | $3,048-64.2% | $3,689-70.4% | $2,551-57.2% |
| Participant deferral / active EE | $1,777 | $4,036-56.0% | $5,072-65.0% | $4,139-57.1% |
| Admin fee / account holder | $1,239 | $7,146-82.7% | $8,859-86.0% | $7,234-82.9% |