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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 | $38,142 | $99,345-61.6% | $84,753-55.0% | $273,972-86.1% |
| Participation rate | 38.9% | 80.7%-41.8pp | 76.6%-37.7pp | 83.0%-44.1pp |
| Annual return | 8.04% | 22.93%-14.9pp | 22.78%-14.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,093 | $4,214-74.1% | $3,574-69.4% | $4,869-77.5% |
| Participant deferral / active EE | $2,994 | $4,270-29.9% | $3,712-19.3% | $5,287-43.4% |
| Admin fee / account holder | $637 | $6,645-90.4% | $5,333-88.1% | $10,133-93.7% |