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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 | $47,573 | $80,748-41.1% | $102,383-53.5% | $74,429-36.1% |
| Participation rate | 36.8% | 65.7%-28.9pp | 74.5%-37.7pp | 67.2%-30.4pp |
| Annual return | 12.20% | 27.57%-15.4pp | 24.94%-12.7pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $914 | $3,159-71.1% | $3,870-76.4% | $2,625-65.2% |
| Participant deferral / active EE | $2,169 | $3,861-43.8% | $5,060-57.1% | $4,348-50.1% |
| Admin fee / account holder | $5,305 | $2,371+123.8% | $8,391-36.8% | $1,944+172.8% |