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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 | $38,851 | $93,055-58.2% | $153,643-74.7% | $80,935-52.0% |
| Participation rate | 43.1% | 69.0%-25.9pp | 77.1%-34.0pp | 67.7%-24.6pp |
| Annual return | 13.40% | 19.97%-6.6pp | 15.71%-2.3pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,178 | $3,504-66.4% | $5,039-76.6% | $2,757-57.3% |
| Participant deferral / active EE | $2,113 | $5,172-59.1% | $6,754-68.7% | $4,299-50.9% |
| Admin fee / account holder | $2,224 | $8,881-75.0% | $12,739-82.5% | $6,924-67.9% |