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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 | $62,146-34.8% | $81,438-50.2% | $74,546-45.6% |
| Participation rate | 31.6% | 64.1%-32.5pp | 69.5%-37.9pp | 67.2%-35.6pp |
| Annual return | 17.31% | 16.49%+0.8pp | 24.74%-7.4pp | 1366.03%-1348.7pp |
| Employer contribution / active EE | $790 | $1,883-58.0% | $2,460-67.9% | $2,624-69.9% |
| Participant deferral / active EE | $1,971 | $3,229-39.0% | $3,883-49.3% | $4,347-54.7% |
| Admin fee / account holder | $769 | $1,922-60.0% | $5,764-86.7% | $1,944-60.4% |