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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 | $30,969 | $62,177-50.2% | $81,370-61.9% | $74,478-58.4% |
| Participation rate | 48.7% | 64.1%-15.3pp | 69.5%-20.8pp | 67.2%-18.5pp |
| Annual return | 13.52% | 16.62%-3.1pp | 24.85%-11.3pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $1,225 | $1,881-34.9% | $2,464-50.3% | $2,626-53.3% |
| Participant deferral / active EE | $2,477 | $3,219-23.0% | $3,885-36.2% | $4,350-43.1% |
| Admin fee / account holder | $1,879 | $1,927-2.5% | $5,749-67.3% | $1,946-3.4% |