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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 | $36,806 | $88,186-58.3% | $165,071-77.7% | $74,459-50.6% |
| Participation rate | 46.2% | 73.1%-26.9pp | 78.6%-32.4pp | 67.2%-21.0pp |
| Annual return | 15.90% | 17.13%-1.2pp | 70.17%-54.3pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $1,177 | $2,600-54.7% | $4,347-72.9% | $2,626-55.2% |
| Participant deferral / active EE | $2,648 | $4,505-41.2% | $6,035-56.1% | $4,350-39.1% |
| Admin fee / account holder | $1,796 | $2,234-19.6% | $12,695-85.9% | $1,945-7.7% |