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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 | $61,669 | $80,748-23.6% | $102,383-39.8% | $74,429-17.1% |
| Participation rate | 45.1% | 65.7%-20.5pp | 74.5%-29.4pp | 67.2%-22.1pp |
| Annual return | 11.60% | 27.57%-16.0pp | 24.94%-13.3pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $1,197 | $3,159-62.1% | $3,870-69.1% | $2,625-54.4% |
| Participant deferral / active EE | $2,881 | $3,861-25.4% | $5,060-43.1% | $4,348-33.7% |
| Admin fee / account holder | $2,477 | $2,371+4.5% | $8,391-70.5% | $1,944+27.4% |