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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 | $43,248 | $80,763-46.5% | $102,412-57.8% | $74,459-41.9% |
| Participation rate | 35.6% | 65.7%-30.0pp | 74.5%-38.9pp | 67.2%-31.6pp |
| Annual return | 14.88% | 27.57%-12.7pp | 24.94%-10.1pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $891 | $3,160-71.8% | $3,870-77.0% | $2,626-66.1% |
| Participant deferral / active EE | $3,411 | $3,862-11.7% | $5,060-32.6% | $4,350-21.6% |
| Admin fee / account holder | $2,819 | $2,371+18.9% | $8,388-66.4% | $1,945+45.0% |