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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 | $80,748-26.5% | $102,383-42.0% | $74,429-20.3% |
| Participation rate | 44.3% | 65.7%-21.4pp | 74.5%-30.2pp | 67.2%-22.9pp |
| Annual return | 12.90% | 27.57%-14.7pp | 24.94%-12.0pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $970 | $3,159-69.3% | $3,870-74.9% | $2,625-63.1% |
| Participant deferral / active EE | $3,163 | $3,861-18.1% | $5,060-37.5% | $4,348-27.3% |
| Admin fee / account holder | $3,086 | $2,371+30.2% | $8,391-63.2% | $1,944+58.7% |