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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 | $23,840 | $64,705-63.2% | $62,929-62.1% | $67,986-64.9% |
| Participation rate | 44.2% | 65.6%-21.4pp | 73.1%-28.9pp | 57.2%-13.0pp |
| Annual return | 15.81% | 20.31%-4.5pp | 1063.93%-1048.1pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,339 | $2,376-43.6% | $2,505-46.5% | $2,019-33.7% |
| Participant deferral / active EE | $3,117 | $3,198-2.5% | $3,888-19.8% | $3,358-7.2% |
| Admin fee / account holder | $1,602 | $1,428+12.2% | $5,065-68.4% | $3,203-50.0% |