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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 | $39,442 | $81,276-51.5% | $155,574-74.6% | $80,925-51.3% |
| Participation rate | 32.4% | 66.2%-33.9pp | 78.2%-45.9pp | 67.7%-35.3pp |
| Annual return | 14.61% | 33.36%-18.8pp | 64.87%-50.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $1,044 | $3,103-66.3% | $4,676-77.7% | $2,756-62.1% |
| Participant deferral / active EE | $1,924 | $3,453-44.3% | $5,629-65.8% | $4,299-55.2% |
| Admin fee / account holder | $819 | $7,993-89.8% | $15,914-94.9% | $6,940-88.2% |