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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 | $37,883 | $76,407-50.4% | $150,298-74.8% | $82,448-54.1% |
| Participation rate | 42.3% | 66.4%-24.1pp | 77.8%-35.5pp | 68.1%-25.8pp |
| Annual return | 21.53% | 39.99%-18.5pp | 62.79%-41.3pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,095 | $2,614-58.1% | $4,154-73.6% | $2,551-57.1% |
| Participant deferral / active EE | $2,714 | $3,214-15.6% | $5,453-50.2% | $4,139-34.4% |
| Admin fee / account holder | $2,990 | $6,352-52.9% | $14,116-78.8% | $7,234-58.7% |