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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 | $47,958 | $80,748-40.6% | $102,383-53.2% | $74,429-35.6% |
| Participation rate | 60.7% | 65.7%-5.0pp | 74.5%-13.9pp | 67.2%-6.6pp |
| Annual return | 16.58% | 27.57%-11.0pp | 24.94%-8.4pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $1,405 | $3,159-55.5% | $3,870-63.7% | $2,625-46.5% |
| Participant deferral / active EE | $3,029 | $3,861-21.5% | $5,060-40.1% | $4,348-30.3% |
| Admin fee / account holder | $1,205 | $2,371-49.2% | $8,391-85.6% | $1,944-38.0% |