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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 | $80,763-46.3% | $102,412-57.6% | $74,459-41.7% |
| Participation rate | 49.3% | 65.7%-16.4pp | 74.5%-25.2pp | 67.2%-17.9pp |
| Annual return | 13.13% | 27.57%-14.4pp | 24.94%-11.8pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $1,083 | $3,160-65.7% | $3,870-72.0% | $2,626-58.8% |
| Participant deferral / active EE | $2,808 | $3,862-27.3% | $5,060-44.5% | $4,350-35.4% |
| Admin fee / account holder | $2,526 | $2,371+6.5% | $8,388-69.9% | $1,945+29.9% |