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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 | $45,916 | $80,781-43.2% | $102,437-55.2% | $74,478-38.3% |
| Participation rate | 45.9% | 65.7%-19.7pp | 74.5%-28.6pp | 67.2%-21.3pp |
| Annual return | 16.79% | 27.58%-10.8pp | 24.95%-8.2pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $1,352 | $3,160-57.2% | $3,871-65.1% | $2,626-48.5% |
| Participant deferral / active EE | $2,740 | $3,862-29.0% | $5,060-45.8% | $4,350-37.0% |
| Admin fee / account holder | $10,914 | $2,372+360.1% | $8,388+30.1% | $1,946+460.9% |