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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 | $42,724 | $80,731-47.1% | $103,378-58.7% | $74,400-42.6% |
| Participation rate | 58.3% | 65.7%-7.4pp | 74.5%-16.3pp | 67.2%-9.0pp |
| Annual return | 11.93% | 27.56%-15.6pp | 24.91%-13.0pp | 1367.51%-1355.6pp |
| Employer contribution / active EE | $1,433 | $3,159-54.6% | $3,870-63.0% | $2,624-45.4% |
| Participant deferral / active EE | $3,040 | $3,862-21.3% | $5,058-39.9% | $4,348-30.1% |
| Admin fee / account holder | $3,628 | $2,369+53.1% | $8,401-56.8% | $1,944+86.7% |