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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 | $42,318 | $80,763-47.6% | $102,412-58.7% | $74,459-43.2% |
| Participation rate | 47.7% | 65.7%-18.0pp | 74.5%-26.8pp | 67.2%-19.5pp |
| Annual return | 18.88% | 27.57%-8.7pp | 24.94%-6.1pp | 1369.70%-1350.8pp |
| Employer contribution / active EE | $1,788 | $3,160-43.4% | $3,870-53.8% | $2,626-31.9% |
| Participant deferral / active EE | $3,535 | $3,862-8.5% | $5,060-30.1% | $4,350-18.7% |
| Admin fee / account holder | $4,421 | $2,371+86.4% | $8,388-47.3% | $1,945+127.3% |