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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 | $46,596 | $94,031-50.4% | $115,768-59.8% | $82,448-43.5% |
| Participation rate | 37.8% | 70.4%-32.6pp | 74.4%-36.6pp | 68.1%-30.3pp |
| Annual return | 18.06% | 20.61%-2.6pp | 100.46%-82.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,356 | $2,323-41.7% | $2,940-53.9% | $2,551-46.9% |
| Participant deferral / active EE | $2,906 | $3,972-26.8% | $4,917-40.9% | $4,139-29.8% |
| Admin fee / account holder | $775 | $10,249-92.4% | $12,439-93.8% | $7,234-89.3% |