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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 | $36,489 | $81,358-55.1% | $155,556-76.5% | $80,959-54.9% |
| Participation rate | 18.2% | 66.3%-48.1pp | 78.2%-60.0pp | 67.7%-49.5pp |
| Annual return | 12.93% | 33.39%-20.5pp | 64.84%-51.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,056 | $3,106-66.0% | $4,675-77.4% | $2,757-61.7% |
| Participant deferral / active EE | $1,193 | $3,455-65.5% | $5,631-78.8% | $4,300-72.3% |
| Admin fee / account holder | $1,883 | $7,994-76.4% | $15,885-88.1% | $6,925-72.8% |