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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 | $41,178 | $43,749-5.9% | $158,223-74.0% | $65,306-36.9% |
| Participation rate | 47.6% | 56.9%-9.2pp | 79.2%-31.6pp | 57.7%-10.0pp |
| Annual return | 16.64% | 19.41%-2.8pp | 52.09%-35.5pp | 21.94%-5.3pp |
| Employer contribution / active EE | $1,129 | $1,497-24.6% | $4,109-72.5% | $1,967-42.6% |
| Participant deferral / active EE | $2,314 | $2,019+14.6% | $5,467-57.7% | $2,959-21.8% |
| Admin fee / account holder | $3,417 | $1,930+77.0% | $16,047-78.7% | $3,480-1.8% |