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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 | $42,813 | $90,400-52.6% | $186,193-77.0% | $87,485-51.1% |
| Participation rate | 39.5% | 66.2%-26.7pp | 77.1%-37.6pp | 68.9%-29.5pp |
| Annual return | 17.40% | 22.15%-4.7pp | 78.03%-60.6pp | 26.06%-8.7pp |
| Employer contribution / active EE | $1,654 | $2,170-23.8% | $3,918-57.8% | $2,596-36.3% |
| Participant deferral / active EE | $2,044 | $4,330-52.8% | $6,513-68.6% | $4,274-52.2% |
| Admin fee / account holder | $493 | $8,673-94.3% | $11,058-95.5% | $7,775-93.7% |