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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 | $78,690-45.2% | $161,489-73.3% | $87,485-50.7% |
| Participation rate | 35.7% | 67.5%-31.8pp | 78.7%-43.0pp | 68.9%-33.2pp |
| Annual return | 22.02% | 32.74%-10.7pp | 89.72%-67.7pp | 26.06%-4.0pp |
| Employer contribution / active EE | $1,051 | $2,588-59.4% | $4,268-75.4% | $2,596-59.5% |
| Participant deferral / active EE | $1,732 | $3,311-47.7% | $5,630-69.2% | $4,274-59.5% |
| Admin fee / account holder | $3,888 | $6,724-42.2% | $16,006-75.7% | $7,775-50.0% |