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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 | $44,116 | $80,674-45.3% | $119,126-63.0% | $64,340-31.4% |
| Participation rate | 28.2% | 55.2%-27.0pp | 75.8%-47.6pp | 55.2%-27.1pp |
| Annual return | 12.32% | 26.86%-14.5pp | 282.11%-269.8pp | 24.14%-11.8pp |
| Employer contribution / active EE | $1,397 | $2,564-45.5% | $4,034-65.4% | $1,862-25.0% |
| Participant deferral / active EE | $2,133 | $3,053-30.1% | $5,318-59.9% | $2,980-28.4% |
| Admin fee / account holder | $1,109 | $4,559-75.7% | $10,693-89.6% | $3,703-70.0% |