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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 | $44,714 | $80,748-44.6% | $102,383-56.3% | $74,429-39.9% |
| Participation rate | 39.2% | 65.7%-26.5pp | 74.5%-35.3pp | 67.2%-28.0pp |
| Annual return | 23.72% | 27.57%-3.8pp | 24.94%-1.2pp | 1368.38%-1344.7pp |
| Employer contribution / active EE | $1,932 | $3,159-38.8% | $3,870-50.1% | $2,625-26.4% |
| Participant deferral / active EE | $3,810 | $3,861-1.3% | $5,060-24.7% | $4,348-12.4% |
| Admin fee / account holder | $2,421 | $2,371+2.1% | $8,391-71.1% | $1,944+24.5% |