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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 | $42,932 | $80,763-46.8% | $102,412-58.1% | $74,459-42.3% |
| Participation rate | 49.0% | 65.7%-16.7pp | 74.5%-25.5pp | 67.2%-18.2pp |
| Annual return | 14.40% | 27.57%-13.2pp | 24.94%-10.5pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $1,338 | $3,160-57.7% | $3,870-65.4% | $2,626-49.0% |
| Participant deferral / active EE | $3,152 | $3,862-18.4% | $5,060-37.7% | $4,350-27.5% |
| Admin fee / account holder | $1,308 | $2,371-44.9% | $8,388-84.4% | $1,945-32.8% |