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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 | $59,355 | $80,781-26.5% | $102,437-42.1% | $74,478-20.3% |
| Participation rate | 44.3% | 65.7%-21.3pp | 74.5%-30.2pp | 67.2%-22.9pp |
| Annual return | 12.90% | 27.58%-14.7pp | 24.95%-12.0pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $970 | $3,160-69.3% | $3,871-74.9% | $2,626-63.1% |
| Participant deferral / active EE | $3,163 | $3,862-18.1% | $5,060-37.5% | $4,350-27.3% |
| Admin fee / account holder | $3,086 | $2,372+30.1% | $8,388-63.2% | $1,946+58.6% |