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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 | $39,954 | $86,940-54.0% | $102,434-61.0% | $80,935-50.6% |
| Participation rate | 38.8% | 72.4%-33.6pp | 76.5%-37.7pp | 67.7%-28.9pp |
| Annual return | 13.31% | 18.89%-5.6pp | 29.46%-16.1pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,473 | $2,370-37.8% | $3,023-51.3% | $2,757-46.6% |
| Participant deferral / active EE | $3,008 | $4,121-27.0% | $5,055-40.5% | $4,299-30.0% |
| Admin fee / account holder | $1,851 | $8,047-77.0% | $9,462-80.4% | $6,924-73.3% |