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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 | $48,539 | $88,672-45.3% | $105,223-53.9% | $82,448-41.1% |
| Participation rate | 38.0% | 67.9%-30.0pp | 75.0%-37.1pp | 68.1%-30.1pp |
| Annual return | 17.86% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,188 | $3,048-61.0% | $3,689-67.8% | $2,551-53.4% |
| Participant deferral / active EE | $2,187 | $4,036-45.8% | $5,072-56.9% | $4,139-47.2% |
| Admin fee / account holder | $740 | $7,146-89.6% | $8,859-91.6% | $7,234-89.8% |