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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 | $44,452 | $81,331-45.3% | $155,534-71.4% | $80,935-45.1% |
| Participation rate | 38.2% | 66.3%-28.0pp | 78.2%-40.0pp | 67.7%-29.4pp |
| Annual return | 14.86% | 33.37%-18.5pp | 64.92%-50.1pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,019 | $3,105-67.2% | $4,675-78.2% | $2,757-63.0% |
| Participant deferral / active EE | $2,908 | $3,454-15.8% | $5,630-48.4% | $4,299-32.4% |
| Admin fee / account holder | $681 | $7,999-91.5% | $15,900-95.7% | $6,924-90.2% |