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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 | $20,950 | $59,006-64.5% | $97,295-78.5% | $74,478-71.9% |
| Participation rate | 45.8% | 63.7%-17.9pp | 72.7%-26.9pp | 67.2%-21.5pp |
| Annual return | 16.36% | 16.04%+0.3pp | 75.62%-59.3pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $1,115 | $1,894-41.1% | $2,723-59.0% | $2,626-57.5% |
| Participant deferral / active EE | $2,150 | $3,671-41.4% | $4,264-49.6% | $4,350-50.6% |
| Admin fee / account holder | $2,193 | $1,974+11.1% | $5,646-61.2% | $1,946+12.7% |