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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 | $54,849 | $80,763-32.1% | $102,412-46.4% | $74,459-26.3% |
| Participation rate | 46.2% | 65.7%-19.5pp | 74.5%-28.3pp | 67.2%-21.1pp |
| Annual return | 13.96% | 27.57%-13.6pp | 24.94%-11.0pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $1,592 | $3,160-49.6% | $3,870-58.9% | $2,626-39.4% |
| Participant deferral / active EE | $3,520 | $3,862-8.8% | $5,060-30.4% | $4,350-19.1% |
| Admin fee / account holder | $787 | $2,371-66.8% | $8,388-90.6% | $1,945-59.6% |