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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 | $40,546 | $62,177-34.8% | $81,370-50.2% | $74,478-45.6% |
| Participation rate | 31.6% | 64.1%-32.5pp | 69.5%-37.9pp | 67.2%-35.6pp |
| Annual return | 17.31% | 16.62%+0.7pp | 24.85%-7.5pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $790 | $1,881-58.0% | $2,464-67.9% | $2,626-69.9% |
| Participant deferral / active EE | $1,971 | $3,219-38.8% | $3,885-49.3% | $4,350-54.7% |
| Admin fee / account holder | $769 | $1,927-60.1% | $5,749-86.6% | $1,946-60.5% |