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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 | $80,748-47.1% | $102,383-58.3% | $74,429-42.6% |
| Participation rate | 58.3% | 65.7%-7.4pp | 74.5%-16.3pp | 67.2%-9.0pp |
| Annual return | 11.93% | 27.57%-15.6pp | 24.94%-13.0pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $1,433 | $3,159-54.6% | $3,870-63.0% | $2,625-45.4% |
| Participant deferral / active EE | $3,040 | $3,861-21.3% | $5,060-39.9% | $4,348-30.1% |
| Admin fee / account holder | $3,628 | $2,371+53.0% | $8,391-56.8% | $1,944+86.6% |