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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 | $35,274 | $80,763-56.3% | $102,412-65.6% | $74,459-52.6% |
| Participation rate | 33.8% | 65.7%-31.9pp | 74.5%-40.7pp | 67.2%-33.4pp |
| Annual return | 13.92% | 27.57%-13.7pp | 24.94%-11.0pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $1,762 | $3,160-44.2% | $3,870-54.5% | $2,626-32.9% |
| Participant deferral / active EE | $2,934 | $3,862-24.0% | $5,060-42.0% | $4,350-32.5% |
| Admin fee / account holder | $539 | $2,371-77.3% | $8,388-93.6% | $1,945-72.3% |