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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 | $39,024 | $80,748-51.7% | $102,383-61.9% | $74,429-47.6% |
| Participation rate | 44.1% | 65.7%-21.6pp | 74.5%-30.4pp | 67.2%-23.1pp |
| Annual return | 13.19% | 27.57%-14.4pp | 24.94%-11.7pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $807 | $3,159-74.5% | $3,870-79.1% | $2,625-69.3% |
| Participant deferral / active EE | $2,755 | $3,861-28.6% | $5,060-45.6% | $4,348-36.6% |
| Admin fee / account holder | $1,050 | $2,371-55.7% | $8,391-87.5% | $1,944-46.0% |