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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 | $39,119 | $72,273-45.9% | $101,275-61.4% | $79,856-51.0% |
| Participation rate | 15.9% | 68.5%-52.5pp | 75.8%-59.9pp | 69.6%-53.7pp |
| Annual return | 20.04% | 22.30%-2.3pp | 46.48%-26.4pp | 31.71%-11.7pp |
| Employer contribution / active EE | $659 | $2,691-75.5% | $3,660-82.0% | $2,471-73.3% |
| Participant deferral / active EE | $1,467 | $3,282-55.3% | $4,371-66.4% | $3,741-60.8% |
| Admin fee / account holder | $475 | $4,401-89.2% | $5,948-92.0% | $5,306-91.0% |