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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 | $62,166-34.8% | $81,286-50.1% | $74,429-45.5% |
| Participation rate | 31.6% | 64.1%-32.5pp | 69.5%-37.9pp | 67.2%-35.6pp |
| Annual return | 17.31% | 16.50%+0.8pp | 24.80%-7.5pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $790 | $1,881-58.0% | $2,463-67.9% | $2,625-69.9% |
| Participant deferral / active EE | $1,971 | $3,223-38.9% | $3,883-49.3% | $4,348-54.7% |
| Admin fee / account holder | $769 | $1,925-60.0% | $5,764-86.7% | $1,944-60.4% |