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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 | $43,384 | $80,731-46.3% | $103,374-58.0% | $74,546-41.8% |
| Participation rate | 49.3% | 65.7%-16.4pp | 74.5%-25.2pp | 67.2%-17.9pp |
| Annual return | 13.13% | 27.56%-14.4pp | 24.89%-11.8pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $1,083 | $3,158-65.7% | $3,869-72.0% | $2,624-58.7% |
| Participant deferral / active EE | $2,808 | $3,860-27.3% | $5,058-44.5% | $4,347-35.4% |
| Admin fee / account holder | $2,526 | $2,369+6.7% | $8,394-69.9% | $1,944+30.0% |