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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 | $38,003 | $87,132-56.4% | $105,624-64.0% | $80,959-53.1% |
| Participation rate | 39.0% | 70.4%-31.4pp | 75.3%-36.3pp | 67.7%-28.7pp |
| Annual return | 11.27% | 17.03%-5.8pp | 116.20%-104.9pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,146 | $2,397-52.2% | $3,168-63.8% | $2,757-58.4% |
| Participant deferral / active EE | $2,296 | $3,985-42.4% | $5,013-54.2% | $4,300-46.6% |
| Admin fee / account holder | $909 | $8,449-89.2% | $10,961-91.7% | $6,925-86.9% |