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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 | $62,164-50.2% | $81,482-62.0% | $74,400-58.4% |
| Participation rate | 48.7% | 64.1%-15.4pp | 69.5%-20.8pp | 67.2%-18.5pp |
| Annual return | 13.52% | 16.50%-3.0pp | 24.79%-11.3pp | 1367.51%-1354.0pp |
| Employer contribution / active EE | $1,225 | $1,884-35.0% | $2,463-50.3% | $2,624-53.3% |
| Participant deferral / active EE | $2,477 | $3,230-23.3% | $3,885-36.2% | $4,348-43.0% |
| Admin fee / account holder | $1,879 | $1,923-2.3% | $5,761-67.4% | $1,944-3.3% |