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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 | $29,039 | $62,164-53.3% | $81,482-64.4% | $74,400-61.0% |
| Participation rate | 50.0% | 64.1%-14.1pp | 69.5%-19.5pp | 67.2%-17.2pp |
| Annual return | 13.02% | 16.50%-3.5pp | 24.79%-11.8pp | 1367.51%-1354.5pp |
| Employer contribution / active EE | $1,388 | $1,884-26.3% | $2,463-43.7% | $2,624-47.1% |
| Participant deferral / active EE | $3,093 | $3,230-4.2% | $3,885-20.4% | $4,348-28.9% |
| Admin fee / account holder | $4,166 | $1,923+116.7% | $5,761-27.7% | $1,944+114.3% |