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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 | $33,883 | $73,532-53.9% | $178,505-81.0% | $74,478-54.5% |
| Participation rate | 48.1% | 66.6%-18.4pp | 77.1%-29.0pp | 67.2%-19.1pp |
| Annual return | 16.28% | 17.49%-1.2pp | 27.16%-10.9pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $1,283 | $2,221-42.2% | $3,955-67.5% | $2,626-51.1% |
| Participant deferral / active EE | $2,482 | $4,519-45.1% | $6,280-60.5% | $4,350-42.9% |
| Admin fee / account holder | $5,895 | $1,813+225.2% | $10,428-43.5% | $1,946+202.9% |