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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 | $39,230 | $65,703-40.3% | $94,224-58.4% | $59,632-34.2% |
| Participation rate | 53.1% | 72.1%-19.0pp | 78.8%-25.6pp | 68.7%-15.5pp |
| Annual return | 3.08% | 5.22%-2.1pp | 10.68%-7.6pp | 2041.32%-2038.2pp |
| Employer contribution / active EE | $1,270 | $2,021-37.1% | $3,587-64.6% | $2,203-42.3% |
| Participant deferral / active EE | $2,964 | $3,143-5.7% | $4,320-31.4% | $3,192-7.1% |
| Admin fee / account holder | $2,670 | $4,264-37.4% | $6,269-57.4% | $4,297-37.9% |