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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 | $39,085 | $62,672-37.6% | $185,117-78.9% | $70,126-44.3% |
| Participation rate | 51.5% | 63.8%-12.3pp | 77.3%-25.8pp | 69.5%-18.0pp |
| Annual return | 23.86% | 40.79%-16.9pp | 40.50%-16.6pp | 73.15%-49.3pp |
| Employer contribution / active EE | $1,307 | $1,753-25.4% | $4,182-68.7% | $2,343-44.2% |
| Participant deferral / active EE | $2,183 | $3,272-33.3% | $5,045-56.7% | $3,332-34.5% |
| Admin fee / account holder | $768 | $3,932-80.5% | $8,159-90.6% | $4,645-83.5% |