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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 | $37,557 | $78,690-52.3% | $161,489-76.7% | $87,485-57.1% |
| Participation rate | 41.4% | 67.5%-26.1pp | 78.7%-37.3pp | 68.9%-27.6pp |
| Annual return | 22.04% | 32.74%-10.7pp | 89.72%-67.7pp | 26.06%-4.0pp |
| Employer contribution / active EE | $1,663 | $2,588-35.7% | $4,268-61.0% | $2,596-35.9% |
| Participant deferral / active EE | $2,221 | $3,311-32.9% | $5,630-60.6% | $4,274-48.0% |
| Admin fee / account holder | $301 | $6,724-95.5% | $16,006-98.1% | $7,775-96.1% |