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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 | $40,509 | $110,379-63.3% | $102,412-60.4% | $145,884-72.2% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 12.37% | 24.84%-12.5pp | 24.94%-12.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,346 | $4,216-68.1% | $3,870-65.2% | $4,662-71.1% |
| Participant deferral / active EE | $2,878 | $5,622-48.8% | $5,060-43.1% | $6,690-57.0% |
| Admin fee / account holder | $1,525 | $9,745-84.4% | $8,388-81.8% | $13,392-88.6% |