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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 | $52,241 | $79,779-34.5% | $153,741-66.0% | $74,478-29.9% |
| Participation rate | 37.9% | 69.9%-32.0pp | 77.1%-39.2pp | 67.2%-29.3pp |
| Annual return | 14.49% | 15.08%-0.6pp | 15.71%-1.2pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $1,664 | $4,026-58.7% | $5,042-67.0% | $2,626-36.6% |
| Participant deferral / active EE | $2,964 | $5,329-44.4% | $6,757-56.1% | $4,350-31.9% |
| Admin fee / account holder | $3,073 | $1,761+74.5% | $12,749-75.9% | $1,946+57.9% |