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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 | $49,917 | $80,763-38.2% | $102,412-51.3% | $74,459-33.0% |
| Participation rate | 32.2% | 65.7%-33.4pp | 74.5%-42.3pp | 67.2%-35.0pp |
| Annual return | 15.33% | 27.57%-12.2pp | 24.94%-9.6pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $1,787 | $3,160-43.4% | $3,870-53.8% | $2,626-31.9% |
| Participant deferral / active EE | $3,194 | $3,862-17.3% | $5,060-36.9% | $4,350-26.6% |
| Admin fee / account holder | $1,920 | $2,371-19.0% | $8,388-77.1% | $1,945-1.3% |