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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 | $54,122 | $80,731-33.0% | $103,374-47.6% | $74,546-27.4% |
| Participation rate | 45.1% | 65.7%-20.5pp | 74.5%-29.4pp | 67.2%-22.1pp |
| Annual return | 15.16% | 27.56%-12.4pp | 24.89%-9.7pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $1,206 | $3,158-61.8% | $3,869-68.8% | $2,624-54.0% |
| Participant deferral / active EE | $2,456 | $3,860-36.4% | $5,058-51.4% | $4,347-43.5% |
| Admin fee / account holder | $8,055 | $2,369+240.1% | $8,394-4.0% | $1,944+314.4% |