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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 | $40,659 | $45,126-9.9% | $85,187-52.3% | $74,459-45.4% |
| Participation rate | 47.4% | 49.4%-1.9pp | 67.5%-20.1pp | 67.2%-19.8pp |
| Annual return | 19.14% | 26.30%-7.2pp | 66.67%-47.5pp | 1369.70%-1350.6pp |
| Employer contribution / active EE | $1,224 | $1,460-16.2% | $2,732-55.2% | $2,626-53.4% |
| Participant deferral / active EE | $2,088 | $2,738-23.8% | $4,525-53.9% | $4,350-52.0% |
| Admin fee / account holder | $3,037 | $2,212+37.3% | $6,162-50.7% | $1,945+56.2% |