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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 | $32,825 | $72,177-54.5% | $115,037-71.5% | $59,633-45.0% |
| Participation rate | 50.0% | 72.6%-22.6pp | 81.4%-31.4pp | 68.7%-18.7pp |
| Annual return | 10.93% | 12.02%-1.1pp | 26.14%-15.2pp | 2041.40%-2030.5pp |
| Employer contribution / active EE | $1,140 | $2,841-59.9% | $4,608-75.3% | $2,203-48.2% |
| Participant deferral / active EE | $2,556 | $4,783-46.6% | $6,026-57.6% | $3,192-19.9% |
| Admin fee / account holder | $1,814 | $4,927-63.2% | $8,175-77.8% | $4,297-57.8% |