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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 | $39,318 | $94,436-58.4% | $115,599-66.0% | $82,637-52.4% |
| Participation rate | 39.6% | 70.4%-30.8pp | 74.3%-34.7pp | 68.1%-28.5pp |
| Annual return | 15.15% | 18.37%-3.2pp | 111.10%-95.9pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,070 | $2,324-53.9% | $2,955-63.8% | $2,552-58.1% |
| Participant deferral / active EE | $2,888 | $3,955-27.0% | $4,889-40.9% | $4,126-30.0% |
| Admin fee / account holder | $4,840 | $10,328-53.1% | $12,841-62.3% | $7,339-34.1% |