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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 | $37,750 | $62,164-39.3% | $81,482-53.7% | $74,400-49.3% |
| Participation rate | 43.2% | 64.1%-20.9pp | 69.5%-26.3pp | 67.2%-24.0pp |
| Annual return | 11.29% | 16.50%-5.2pp | 24.79%-13.5pp | 1367.51%-1356.2pp |
| Employer contribution / active EE | $1,082 | $1,884-42.6% | $2,463-56.1% | $2,624-58.8% |
| Participant deferral / active EE | $1,786 | $3,230-44.7% | $3,885-54.0% | $4,348-58.9% |
| Admin fee / account holder | $5,113 | $1,923+165.9% | $5,761-11.2% | $1,944+163.1% |