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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 | $46,191 | $101,618-54.5% | $93,063-50.4% | $137,256-66.3% |
| Participation rate | 40.0% | 74.9%-34.9pp | 72.1%-32.1pp | 80.0%-40.0pp |
| Annual return | 19.17% | 223.95%-204.8pp | 34.15%-15.0pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,007 | $2,707-62.8% | $2,476-59.3% | $4,156-75.8% |
| Participant deferral / active EE | $1,172 | $4,279-72.6% | $3,958-70.4% | $6,407-81.7% |
| Admin fee / account holder | $307 | $6,198-95.0% | $6,033-94.9% | $12,270-97.5% |