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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 | $39,003 | $106,749-63.5% | $145,433-73.2% | $82,448-52.7% |
| Participation rate | 40.5% | 75.6%-35.1pp | 82.1%-41.6pp | 68.1%-27.5pp |
| Annual return | 23.09% | 27.59%-4.5pp | 66.58%-43.5pp | 41.64%-18.6pp |
| Employer contribution / active EE | $1,146 | $3,444-66.7% | $4,554-74.8% | $2,551-55.1% |
| Participant deferral / active EE | $2,995 | $6,519-54.0% | $7,897-62.1% | $4,139-27.6% |
| Admin fee / account holder | $509 | $8,390-93.9% | $13,129-96.1% | $7,234-93.0% |