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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 | $43,095 | $76,407-43.6% | $150,298-71.3% | $82,448-47.7% |
| Participation rate | 35.7% | 66.4%-30.7pp | 77.8%-42.0pp | 68.1%-32.4pp |
| Annual return | 22.02% | 39.99%-18.0pp | 62.79%-40.8pp | 41.64%-19.6pp |
| Employer contribution / active EE | $1,051 | $2,614-59.8% | $4,154-74.7% | $2,551-58.8% |
| Participant deferral / active EE | $1,732 | $3,214-46.1% | $5,453-68.2% | $4,139-58.2% |
| Admin fee / account holder | $3,888 | $6,352-38.8% | $14,116-72.5% | $7,234-46.3% |