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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 | $80,748-46.7% | $102,383-57.9% | $74,429-42.1% |
| Participation rate | 39.6% | 65.7%-26.1pp | 74.5%-34.9pp | 67.2%-27.6pp |
| Annual return | 18.25% | 27.57%-9.3pp | 24.94%-6.7pp | 1368.38%-1350.1pp |
| Employer contribution / active EE | $2,789 | $3,159-11.7% | $3,870-27.9% | $2,625+6.2% |
| Participant deferral / active EE | $5,120 | $3,861+32.6% | $5,060+1.2% | $4,348+17.7% |
| Admin fee / account holder | $12,077 | $2,371+409.4% | $8,391+43.9% | $1,944+521.2% |