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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 | $29,286 | $80,763-63.7% | $102,412-71.4% | $74,459-60.7% |
| Participation rate | 35.0% | 65.7%-30.6pp | 74.5%-39.5pp | 67.2%-32.2pp |
| Annual return | 19.19% | 27.57%-8.4pp | 24.94%-5.7pp | 1369.70%-1350.5pp |
| Employer contribution / active EE | $1,043 | $3,160-67.0% | $3,870-73.1% | $2,626-60.3% |
| Participant deferral / active EE | $1,783 | $3,862-53.8% | $5,060-64.8% | $4,350-59.0% |
| Admin fee / account holder | $3,392 | $2,371+43.0% | $8,388-59.6% | $1,945+74.4% |