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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 | $40,118 | $81,262-50.6% | $155,602-74.2% | $80,911-50.4% |
| Participation rate | 38.1% | 66.2%-28.1pp | 78.2%-40.1pp | 67.6%-29.6pp |
| Annual return | 11.60% | 33.34%-21.7pp | 64.81%-53.2pp | 35.63%-24.0pp |
| Employer contribution / active EE | $914 | $3,102-70.5% | $4,675-80.5% | $2,756-66.8% |
| Participant deferral / active EE | $2,380 | $3,451-31.1% | $5,629-57.7% | $4,297-44.6% |
| Admin fee / account holder | $1,903 | $7,992-76.2% | $15,923-88.0% | $6,935-72.6% |