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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 | $79,700-34.5% | $153,500-66.0% | $74,429-29.8% |
| Participation rate | 37.9% | 69.8%-31.9pp | 77.1%-39.2pp | 67.2%-29.3pp |
| Annual return | 14.49% | 15.07%-0.6pp | 15.70%-1.2pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $1,664 | $4,016-58.6% | $5,039-67.0% | $2,625-36.6% |
| Participant deferral / active EE | $2,964 | $5,315-44.2% | $6,756-56.1% | $4,348-31.8% |
| Admin fee / account holder | $3,073 | $1,790+71.7% | $12,736-75.9% | $1,944+58.0% |