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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 | $43,060 | $80,731-46.7% | $103,374-58.3% | $74,546-42.2% |
| Participation rate | 39.6% | 65.7%-26.0pp | 74.5%-34.9pp | 67.2%-27.6pp |
| Annual return | 18.25% | 27.56%-9.3pp | 24.89%-6.6pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $2,789 | $3,158-11.7% | $3,869-27.9% | $2,624+6.3% |
| Participant deferral / active EE | $5,120 | $3,860+32.6% | $5,058+1.2% | $4,347+17.8% |
| Admin fee / account holder | $12,077 | $2,369+409.9% | $8,394+43.9% | $1,944+521.4% |