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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 | $81,276-55.1% | $155,574-76.5% | $80,925-54.9% |
| Participation rate | 18.2% | 66.2%-48.1pp | 78.2%-60.0pp | 67.7%-49.5pp |
| Annual return | 12.93% | 33.36%-20.4pp | 64.87%-51.9pp | 35.65%-22.7pp |
| Employer contribution / active EE | $1,056 | $3,103-66.0% | $4,676-77.4% | $2,756-61.7% |
| Participant deferral / active EE | $1,193 | $3,453-65.5% | $5,629-78.8% | $4,299-72.3% |
| Admin fee / account holder | $1,883 | $7,993-76.4% | $15,914-88.2% | $6,940-72.9% |