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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 | $41,493 | $80,748-48.6% | $102,383-59.5% | $74,429-44.3% |
| Participation rate | 56.4% | 65.7%-9.2pp | 74.5%-18.1pp | 67.2%-10.8pp |
| Annual return | 14.53% | 27.57%-13.0pp | 24.94%-10.4pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $1,570 | $3,159-50.3% | $3,870-59.4% | $2,625-40.2% |
| Participant deferral / active EE | $3,294 | $3,861-14.7% | $5,060-34.9% | $4,348-24.2% |
| Admin fee / account holder | $326 | $2,371-86.3% | $8,391-96.1% | $1,944-83.2% |