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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 | $36,302 | $80,748-55.0% | $102,383-64.5% | $74,429-51.2% |
| Participation rate | 50.0% | 65.7%-15.7pp | 74.5%-24.5pp | 67.2%-17.2pp |
| Annual return | 30.38% | 27.57%+2.8pp | 24.94%+5.4pp | 1368.38%-1338.0pp |
| Employer contribution / active EE | $1,899 | $3,159-39.9% | $3,870-50.9% | $2,625-27.6% |
| Participant deferral / active EE | $3,775 | $3,861-2.2% | $5,060-25.4% | $4,348-13.2% |
| Admin fee / account holder | $1,798 | $2,371-24.2% | $8,391-78.6% | $1,944-7.5% |